Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwina? Claim Your ProfileEdwina Mattingly Bordman is a registered investment advisor representative with Stonex Advisors Inc. Edwina has over 20 years of experience in the financial services industry. Edwina has held previous positions with U.S. Bancorp Investments, Inc., Financial Network Investment Corporation, and Cal Fed Investments. Edwina is also a registered representative with FINRA.
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.
Financial consulting services
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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CA
06/30/2016 - Present
Stonex Advisors Inc. (Eureka CA)
CA
09/24/2001 - 02/29/2012
U.S. BANCORP INVESTMENTS, INC. (ARCATA CA)
CA
09/09/1999 - 06/14/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
02/24/1998 - 09/07/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
MN
09/03/1997 - 03/03/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
09/24/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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