Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Theodore Sickel is a financial advisor with over 50 years of experience in the financial services industry. Edward is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Edward worked with Wells Fargo Advisors LLC since May 2009. Edward has a strong track record of providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward is also registered as an Investment Advisor Representative in California, Hawaii, and 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.
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.
Investment consulting services to institutional clients
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
CA
01/14/1994 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
NA
01/05/1982 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
03/06/1970 - 01/26/1982
SUTRO & CO. INCORPORATED
IA
Issued 02/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/16/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 12/09/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1963
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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