Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gary Edwards is an investment advisor representative associated with CWM, LLC. Michael has over 25 years of experience in the financial services industry. Michael is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) in Pennsylvania and Texas. Michael is also a registered representative with FINRA in Pennsylvania and Texas. Michael has been a registered representative with CWM, LLC since 2014. Prior to that, Michael was a registered representative with Cetera Advisor Networks LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pruco Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
PA
03/26/2014 - Present
CWM, LLC (Doylestown PA)
PA
01/17/2017 - 01/10/2024
CETERA ADVISOR NETWORKS LLC (DOYLESTOWN PA)
PA
01/06/2006 - 01/19/2017
LPL FINANCIAL LLC (DOYLESTOWN PA)
NY
01/13/1997 - 01/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/04/1993 - 12/03/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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