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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Tencza is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management and thousands of clients. Edward has over 17 years of experience in the financial services industry and holds Series 6, 7, 24, 63, and 66 licenses. Edward specializes in providing financial planning services to high-net-worth individuals, corporations, and pension and profit-sharing plans. He is also a registered investment advisor in Texas.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
TX
11/13/2013 - 02/02/2015
VFINANCE INVESTMENTS, INC (BOERNE TX)
NY
10/09/2012 - 11/29/2013
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
TX
08/01/2005 - 09/07/2012
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
05/08/1996 - 07/29/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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