Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Sylvester Watko is a financial professional with over 30 years of experience in the financial services industry. Edward is currently registered with TLG Advisors, Inc. and previously held positions with M HOLDINGS SECURITIES, INC., MUTUAL SERVICE CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Edward holds a Series 7, Series 63, and SIE license and is registered in several states. Edward's specialties include investment management for individuals and businesses, portfolio management for pooled investment vehicles, financial planning, and pension consulting.
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.
Placement of institutional funds
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
IN
02/07/2019 - Present
TLG Advisors, Inc. (Indianapolis IN)
IN
08/18/2000 - 12/31/2018
M HOLDINGS SECURITIES, INC. (INDIANAPOLIS IN)
MA
04/05/1999 - 08/01/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
11/14/1991 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
05/23/1989 - 10/17/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1989 - 10/17/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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