Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Sondgroth is a financial advisor registered with Badgley Phelps Wealth Managers in Seattle, WA. Edwin has been in the industry for over two decades and holds the Series 66, Series 63, Series 55, and Series 7 licenses. Edwin is also a Chartered Financial Analyst. Edwin's background is in providing financial planning and portfolio management for individuals, families, businesses, and charitable organizations.
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.
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.
Credit and cash management solutions. insurance solutions
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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WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
WA
08/11/2014 - 09/07/2017
D.A. DAVIDSON & CO. (SEATTLE WA)
WA
01/03/2011 - 08/12/2014
WELLS FARGO ADVISORS, LLC (REDMOND WA)
WA
08/29/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
WA
10/08/2002 - 01/31/2006
WELLS FARGO INVESTMENT SERVICES, LLC (SEATTLE WA)
CA
10/04/2002 - 10/17/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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