Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Delbert Brolyer is a financial advisor at UBS Financial Services Inc. Edwin has been in the financial services industry since 1991 and has experience with Citigroup Global Markets Inc. and Lehman Brothers Inc.. Edwin holds Series 7, Series 63, Series 31, and Series 65 licenses as well as the SIE exam. Edwin specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, insurance companies, high-net-worth individuals, and pension and profit-sharing plans. Edwin is registered with the state of Wyoming.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
11/12/2008 - Present
UBS Financial Services Inc. (FORT COLLINS CO)
CO
07/31/1993 - 11/25/2008
CITIGROUP GLOBAL MARKETS INC. (FORT COLLINS CO)
NY
12/05/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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