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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 who has been in the industry since December 1987. Edward is currently registered with Cetera Investment Advisers LLC. Prior to that, Edward worked at Investment Advisors & Consultants, Inc. Cetera Investment Advisers LLC is an investment advisor and broker-dealer based in Schaumburg, Illinois. Edward has a wide range of experience, including financial planning, pension consulting, educational seminars, and portfolio management. Edward has been active in the financial industry for over 35 years and has a strong track record of success.
PHILLIPSBURG, NJ
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 1/3/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/8/2008
Series 24 - General Securities Principal Examination
BC
Issued 9/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 1/27/1994
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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