Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Paul Strickling is a financial advisor with Avantax Advisory Services. Edwin has been in the financial services industry since 1986 and has experience working with a variety of clients, including individuals, corporations, and pension plans. Edwin's expertise includes financial planning, portfolio management, and pension consulting. Edwin is registered with the state of Ohio as an Investment Advisor Representative.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
OH
09/10/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LEBANON OH)
OH
02/10/1998 - 09/02/1998
INSTITUTIONAL BROKERAGE SERVICES CORPORATION (CINCINNATI OH)
TX
06/27/1997 - 03/04/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
04/02/1986 - 07/08/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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