Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwina? Claim Your ProfileEdwina Yvonna Allee has been in the financial services industry since April 1995. Edwina Allee is currently registered with Wealth Enhancement Advisory Services, LLC as a Registered Representative (RR) and Investment Adviser Representative (IAR). Edwina Allee has been associated with this firm since June 2006. Prior to her current role, Edwina Allee was associated with SII Investments, Inc., Piper Jaffray & Co., and Piper Jaffray Inc.. Edwina Allee holds the following licenses: Series 63, Series 7 and SIE. Edwina Allee is a registered representative with FINRA and is also registered with the state of Minnesota as an Investment Advisor Representative. Edwina Allee specializes in retirement planning, college savings, and estate planning. Edwina Allee provides investment advice to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/15/2014 - Present
Wealth Enhancement Advisory Services, LLC (BURNSVILLE MN)
MN
07/17/2006 - 02/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
MN
09/12/2000 - 06/22/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
06/02/1993 - 11/13/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 06/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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