Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Forrest Wise is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Georgia and Texas. Edward has held previous positions with TRIAD ADVISORS LLC, 1ST GLOBAL CAPITAL CORP., PROEQUITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, WALNUT STREET SECURITIES, INC., COMPREHENSIVE FINANCIAL SERVICES, INC. and ROYAL ALLIANCE ASSOCIATES, INC.. Edward specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. He also has a strong background in insurance sales and marketing. Edward is a Certified Financial Planner and holds the Series 7, 63, 66, 24 and 99TO licenses.
Suwanee, GA
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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Suwanee GA)
GA
01/21/2003 - 08/23/2024
TRIAD ADVISORS LLC (Suwanee GA)
TX
06/23/2000 - 02/04/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AL
04/17/1997 - 06/13/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
DE
05/24/1996 - 04/21/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
06/06/1994 - 05/23/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
11/09/1993 - 06/06/1994
COMPREHENSIVE FINANCIAL SERVICES, INC.
AZ
06/03/1991 - 11/09/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 9/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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