Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W.? Claim Your ProfileW. Edward Hege iii is a financial professional with over 39 years of experience in the financial services industry. W. Edward Hege iii is currently registered with LPL Financial LLC as an Investment Advisor Representative. W. Edward Hege iii previously held positions at LINCOLN FINANCIAL SECURITIES CORPORATION, THE LEADERS GROUP, INC., SECURITIES SERVICE NETWORK, INC., IFG NETWORK SECURITIES, INC., COMPREHENSIVE FINANCIAL SERVICES, INC., SUNAMERICA SECURITIES, INC., SOUTHMARK FINANCIAL SERVICES, INC., and UNITED CAPITAL SECURITIES, INC. W. Edward Hege iii holds licenses for Series 6, 7, 22, 26, 63, and 66 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
NC
06/17/2020 - Present
LPL Financial LLC (WINSTON SALEM NC)
NC
05/25/2001 - 10/23/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (WINSTON-SALEM NC)
CO
07/10/1998 - 05/25/2001
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
11/07/1996 - 07/14/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 11/08/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/26/1990 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
AZ
06/18/1989 - 01/31/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/27/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/08/1983 - 02/10/1986
UNITED CAPITAL SECURITIES, INC.
BOTH
Issued 08/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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