Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Dilworth Edwards Jr. is a financial advisor with over 30 years of experience in the industry. Edwards has been a registered representative with Wells Fargo Clearing Services, LLC since November of 2016. Prior to that, Edwards was registered with UBS Financial Services Inc. and J.C. Bradford & Co. Edwards is a licensed investment advisor in South Carolina and Texas and holds Series 7, Series 63, and Series 65 licenses. Edwards provides investment consulting services to institutional clients and also offers financial planning, portfolio management, and pension consulting.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/15/2019 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
NJ
08/14/2000 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/21/1987 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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