Unclaimed
Edward Worley Comar is a financial advisor with over 25 years of experience. Edward is registered with Ameriprise Financial Services, LLC and has held previous registrations with IDS Life Insurance Company. Edward specializes in a variety of areas including financial planning, asset allocation services, pension consulting, and portfolio management for businesses and individuals. Edward has a strong understanding of the financial services industry, having passed multiple examinations including the Series 7, Series 63, and Series 65.
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.
Asset allocation services
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
CA
07/18/2013 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
MN
06/29/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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