Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Winters is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Cetera Investment Advisers LLC and has been affiliated with this firm since January 2013. Prior to that, Edward worked at Cetera Advisors LLC and has also been registered with other firms including Investment Advisors & Consultants, Inc., Cadaret, Grant & Co., Inc., Focus II Securities, Inc., and Focus Securities, Inc.. Edward is licensed in 17 states and offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILLIPSBURG NJ)
NJ
05/03/1991 - 04/17/2000
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NY
02/09/1990 - 05/09/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
11/16/1989 - 02/21/1990
FOCUS II SECURITIES, INC.
NY
10/28/1988 - 11/30/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
12/17/1987 - 11/16/1988
FOCUS SECURITIES, INC.
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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