Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edwards is an investment advisor representative for Assetmark, Inc. located in Concord, CA. Michael has been in the industry since 1994 and has a Series 7, Series 63, and Series 66 license. Michael has experience working with individual investors, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Michael is currently registered with the state of Texas as an investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
CA
06/03/2021 - Present
Assetmark, Inc. (CONCORD CA)
TX
09/24/2018 - 10/03/2019
CUSO FINANCIAL SERVICES, L.P. (Arlington TX)
TX
07/18/2006 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
12/09/1999 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/19/1994 - 12/09/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MI
06/12/1987 - 08/12/1989
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
04/30/1987 - 07/16/1987
FIDELITY BROKERAGE SERVICES, INC.
NA
02/12/1986 - 09/16/1986
E. F. HUTTON & COMPANY INC
NA
09/20/1984 - 02/22/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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