Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Rupert is a financial advisor with over 13 years of experience in the industry. Edward has held licenses and registrations in multiple states, including California, Colorado, Florida, Michigan, New Jersey, Ohio, Pennsylvania, Tennessee, Washington, and Wisconsin. Edward is currently affiliated with Cetera Investment Advisers LLC and is licensed to provide investment advisory services. Edward has previously been employed with Farmers Financial Solutions, LLC and Freeman Heyne Toma, LLC. Edward has a strong focus on providing financial planning services, and portfolio management for businesses and individuals. Edward also offers pension consulting 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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (BRECKSVILLE OH)
OH
01/16/2014 - 10/02/2014
FARMERS FINANCIAL SOLUTIONS, LLC (MENTOR OH)
OH
03/28/2008 - 12/31/2010
FARMERS FINANCIAL SOLUTIONS, LLC (MENTOR OH)
BOTH
Issued 9/4/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 1/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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