Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Foltz is a financial advisor with over 25 years of experience in the financial services industry. Edward is registered with Cetera Investment Advisers LLC, providing financial planning, investment advice, and portfolio management services for individuals, businesses, and retirement plans. Edward has held previous roles with Questar Capital Corporation, American General Financial Advisors, Inc. and The Variable Annuity Marketing Company. Edward is a Series 6, 7, 24, and 63 licensed professional. Edward is committed to providing his clients with personalized advice and tailored financial solutions.
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
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (FRANKENMUTH MI)
MI
03/20/2001 - 12/15/2006
QUESTAR CAPITAL CORPORATION (FRANKENMUTH MI)
TX
02/23/1999 - 03/09/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/31/1998 - 03/09/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 1/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2000
Series 7 - General Securities Representative Examination
BC
Issued 8/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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