Unclaimed
Edward Thomas Wojton is a financial advisor who has been in the industry for over 14 years. Edward is currently registered as an Investment Advisor Representative in Georgia with Gallagher Fiduciary Advisors, LLC. Edward was previously employed by VOYA FINANCIAL PARTNERS, LLC in Windsor, CT and currently works out of the Atlanta, GA branch of Gallagher Fiduciary Advisors. Edward's previous roles include working with Clearview Group in Atlanta, GA and Resource Investment Advisors also in Atlanta, GA. Edward has passed the Series 6, Series 63, Series 65, and the SIE exams and holds a number of specializations including Pension Consulting, Portfolio Management, and Financial Planning.
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.
See schedule d misc. for explanation
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
GA
08/24/2023 - Present
Gallagher Fiduciary Advisors, LLC (Atlanta GA)
CT
02/27/2009 - 03/23/2016
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
IA
Issued 08/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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