Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Paul Rupert is a financial advisor with Cetera Investment Advisers LLC, based in Brecksville, Ohio. Edward has been in the industry since 2008 and has a wide range of experience in financial planning and investment management. Edward has a proven track record of helping clients achieve their financial goals and is committed to providing personalized service. Edward is registered as a Registered Representative and Investment Adviser Representative in the state of Ohio and also holds several licenses including Series 6, 7 and 66.
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.
1
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 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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