Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Stiles Shipley is a financial advisor at Osaic Wealth, Inc. Edward has been in the financial industry since 1992. Edward is registered with FINRA and the state of Wisconsin, and is also a registered Investment Advisor. Edward has experience working with clients of all types, including individuals, families, businesses, and institutions. Edward is committed to providing his clients with personalized financial advice and guidance. Edward specializes in providing financial planning, portfolio management, and investment advisory services.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (NORTH PRAIRIE WI)
WI
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH PRAIRIE WI)
WI
03/14/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (NORTH PRAIRIE WI)
OH
06/12/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
10/29/1996 - 06/12/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
06/03/1987 - 06/12/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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