Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Klein is a financial advisor with Osaic Wealth, Inc., in Aberdeen, Washington. Edwin has been in the financial services industry since August 9, 1982. Edwin provides financial planning, portfolio management, and investment services to individuals, businesses, and retirement plans. Edwin has been registered with the Securities and Exchange Commission since 1997 and is licensed to conduct business in several states. In addition to their work with Osaic Wealth, Inc., Edwin also operates an insurance business, Harbor Investment Advisors.
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.
A percentage of the total value of assets under management is charged.
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2
WA
04/20/2022 - Present
Osaic Wealth, Inc. (ABERDEEN WA)
WA
01/31/2018 - 04/20/2022
KESTRA INVESTMENT SERVICES, LLC (Aberdeen WA)
WA
11/28/1997 - 02/01/2018
D.A. DAVIDSON & CO. (ABERDEEN WA)
MN
04/12/1984 - 12/22/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
07/29/1982 - 03/30/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1983
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1983
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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