Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Nigel Walters is a financial advisor with over 20 years of experience in the industry. Edward has held previous positions with T. Rowe Price Investment Services, Inc. and Janney Montgomery Scott LLC. Edward is currently registered with Osaic Wealth, Inc. and holds Series 7, 31, 63, 65, and SIE licenses. Edward provides financial planning, portfolio management and educational seminars for individuals, businesses, and retirement plans. Edward's expertise in financial planning, portfolio management and education allows Edward to help clients achieve their financial goals.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MD
11/12/2015 - 04/08/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
PA
05/30/2007 - 04/22/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MD
09/01/2006 - 05/03/2007
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
02/27/1998 - 10/23/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
05/15/1996 - 09/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/15/1996 - 09/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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