Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Whitaker is a financial advisor with The Leaders Group, Inc. Edwin is licensed to provide financial advice in Oregon and Washington. Edwin has been in the financial services industry since December 5, 1997 and holds the Series 6, Series 63 and SIE licenses. Edwin's previous firm was Concourse Financial Group Securities, Inc. in Birmingham, Alabama.
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.
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.
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CO
11/18/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AL
06/27/1997 - 06/08/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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