Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ray Paiz is a financial professional with over 20 years of experience in the financial services industry. Edward is currently a registered representative with Independent Financial Group, LLC. Prior to this, Edward was employed by several other firms including NEXT FINANCIAL GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., and CUNA BROKERAGE SERVICES, INC. Edward holds the Series 7 and Series 63 licenses. Edward's primary focus is providing financial planning and portfolio management services to individuals, corporations, and other businesses. Edward's firm specializes in working with high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Edward and Independent Financial Group, LLC, manage over $6.7 billion in assets for their clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/30/2021 - Present
Independent Financial Group, LLC (CORPUS CHRISTI TX)
TX
11/05/2008 - 08/02/2021
NEXT FINANCIAL GROUP, INC. (CORPUS CHRISTI TX)
TX
05/21/2007 - 11/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (CORPUS CHRISTI TX)
TX
08/20/2002 - 05/15/2007
CUNA BROKERAGE SERVICES, INC. (CORPUS CHRISTI TX)
CA
02/25/2002 - 08/08/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MA
10/31/2001 - 12/10/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/31/2001 - 12/10/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
KS
05/24/2001 - 10/25/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Paiz is the right advisor for you? Invested Better is here to help.
