Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin David Fong is an investment advisor representative with Natixis Advisors, LLC. Edwin has been in the securities industry since 1994. Edwin has passed the Series 2, 6, and 7 exams. Edwin is a Chartered Financial Analyst. Edwin holds a state license to sell securities in California. Edwin has been with Natixis Investment Managers since April 2013. Edwin also has experience with Lehman Brothers Inc. and First Fund Distributors, Inc. Edwin is affiliated with Natixis Advisors, LLC. Natixis Advisors, LLC is a registered investment adviser. Natixis Advisors, LLC has offices in Boston, MA, and San Francisco, CA. Natixis Advisors, LLC provides investment advisory services to a variety of clients, including individuals, corporations, and institutional investors. The firm provides portfolio management, financial planning, and other services. Natixis Advisors, LLC is a subsidiary of Natixis Investment Managers, which is a subsidiary of Natixis, a French financial institution.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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2
CA
04/27/2018 - Present
Natixis Advisors, LLC (San Francisco CA)
NY
01/16/1998 - 09/11/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
AZ
10/03/1997 - 01/07/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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