Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Katz is a financial advisor with over 27 years of experience in the financial services industry. Edward is registered with Wells Fargo Advisors Financial Network, LLC. His previous experience includes Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Edward is a Certified Financial Planner. Edward is registered with the following states: Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wyoming. Edward is also registered with the state of Texas for investment advisory services. Edward specializes in providing financial advice to high net worth individuals, corporations, and retirement plans. Edward provides financial planning, portfolio management, and investment consulting services.
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.
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2
GA
08/23/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
01/01/2008 - 08/19/2021
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
01/18/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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