Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Voeller is an active financial advisor with over 30 years of experience in the industry. Currently, Edwin Voeller is a registered representative of J.P. Morgan Securities LLC, based in San Francisco, California. Previously, Edwin Voeller was employed by multiple firms including Wells Fargo Advisors, LLC, Wells Fargo Institutional Securities, LLC, and Merrill Lynch. Edwin Voeller specializes in providing financial advice to individuals, businesses, and institutions, offering services such as financial planning, portfolio management, and selection of other 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/30/2012 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
03/10/2005 - 08/30/2012
WELLS FARGO ADVISORS, LLC (FOLSOM CA)
NC
03/15/2001 - 04/01/2005
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)
MN
02/04/1999 - 04/01/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
05/02/2001 - 06/01/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/15/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
03/20/1996 - 03/25/1997
MONEY MARKET 1 INSTITUTIONAL INVESTMENT DEALER (SAUSALITO CA)
NJ
01/28/1995 - 04/09/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/13/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
10/14/1991 - 05/29/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 1/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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