Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mitchell Gardner is a financial advisor with over 27 years of experience in the financial services industry. Edward is currently registered with Osaic Wealth, Inc. Edward has held previous positions with UNITED SECURITIES ALLIANCE, INC. and WMA SECURITIES, INC. Edward Gardner is a Certified Financial Planner. Edward is a Registered Representative and Investment Advisor Representative.
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
TX
03/01/2007 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
11/30/2001 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (HOUSTON TX)
GA
11/15/1994 - 11/08/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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