Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Henry Jaffe is a financial advisor at Silver Oak Securities, Inc. Edwin has over 30 years of experience in the financial services industry. Edwin is a Certified Financial Planner and holds a variety of licenses and certifications, including the Series 3, 6, 7, 24, 63 and 65 exams. Edwin specializes in providing financial planning, portfolio management, and retirement planning services to individual clients, as well as businesses. Edwin is registered with the state of Tennessee, Louisiana and Texas as an investment advisor.
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.
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.
1
2
TN
01/31/2021 - Present
Silver OAK Securities, Inc. (JACKSON TN)
TN
01/10/2013 - 07/25/2013
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
TN
05/31/2007 - 11/12/2007
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
TN
04/01/2005 - 08/21/2006
WILLIAM E. HOPKINS & ASSOCIATES, INC. (MEMPHIS TN)
GA
02/04/1994 - 03/31/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
10/12/1989 - 02/09/1994
INVESTACORP, INC. (MIAMI FL)
NY
02/20/1986 - 10/12/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/15/1985 - 02/24/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 11/19/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edwin Jaffe is the right advisor for you? Invested Better is here to help.
