Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kunta? Claim Your ProfileKunta Kenta Edwards is an investment advisor with Wells Fargo Clearing Services, LLC, based in Atlanta, Georgia. Kunta Edwards is registered with the Securities and Exchange Commission (SEC) and holds the Series 63, Series 7, Series 9, and SIE licenses. Kunta Edwards has been in the industry since June 15, 2008. Previously, Kunta Edwards was associated with SCOTTRADE, INC. Kunta Kenta Edwards offers services such as financial planning, pension consulting, investment consulting services to institutional clients, selection of other advisors, and portfolio management for individuals 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.
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
GA
08/08/2017 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
09/11/2007 - 11/01/2016
SCOTTRADE, INC. (LAWRENCEVILLE GA)
BC
Issued 09/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
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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