Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Webber is a financial advisor registered with Vanguard Advisers, Inc. Edwin has been in the financial industry since 2004 and has been associated with Vanguard Advisers, Inc. since 2015. Edwin has the following licenses and certifications: Series 63, Series 65, Series 66, Series 7, Series 24 and SIE. Edwin also holds the Certified Financial Planner designation. Edwin is registered in Arizona, Montana, Pennsylvania and Texas. Edwin has previously been registered with Charles Schwab & Co., Inc., Presidio Capital Advisors, LLC, Deutsche Bank Securities Inc., U.S. Bancorp Investments, Inc., FISERV Investor Services, Inc., and Sutter Securities Incorporated.
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.
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
AZ
06/02/2015 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
PA
08/07/2012 - 04/17/2015
CHARLES SCHWAB & CO., INC. (WAYNE PA)
CA
02/13/2004 - 04/27/2010
PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)
NY
07/18/2003 - 02/19/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MN
10/31/2002 - 07/16/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
03/11/2002 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
10/05/2001 - 03/06/2002
SUTTER SECURITIES INCORPORATED (IRVINE CA)
BOTH
Issued 08/10/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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