Unclaimed
Edwin Glenn Turnquist is a financial professional with over 30 years of experience in the securities industry. Edwin is currently registered with Stifel, Nicolaus & Company, Inc. and is located in Portland, Oregon. Prior to joining Stifel, Nicolaus, Edwin was a registered representative with D.A. Davidson & Co., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Edwin holds Series 7, Series 22, Series 63, and Series 65 licenses. Edwin is also a General Partner of Turnery Properties I, LLLP, which owns one Hotel- the Ramada by Wyndham Minneapolis Golden Valley. Edwin is also the owner of Turnquist Hospitality, LLC, a hotel management company.
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.
1
2
OR
05/29/2024 - Present
Stifel, Nicolaus & Company, Inc. (Portland OR)
OR
02/06/2013 - 06/12/2024
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
OR
01/03/2011 - 02/08/2013
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
02/04/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
CA
08/21/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
03/02/1998 - 02/08/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
04/15/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NA
10/24/1986 - 06/01/1988
CREATIVE EQUITY RESOURCES, INC.
IA
Issued 08/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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