Unclaimed
Widmark De jesus Cano is an investment advisor representative with Edelman Financial Engines. Widmark has been in the securities industry since 1994. Widmark has worked for multiple firms including PlanMember Securities Corporation, Symetra Investment Services, Inc., MetLife Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Widmark holds a Series 6, Series 7, Series 63 and Series 65 license. Currently, Widmark is registered with the state of Georgia as an Investment Adviser Representative and is also registered in Texas as a non-resident Investment Adviser 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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
GA
12/12/2021 - Present
Edelman Financial Engines (ATLANTA GA)
GA
02/25/2011 - 09/03/2015
PLANMEMBER SECURITIES CORPORATION (JOHNS CREEK GA)
GA
04/06/2009 - 02/25/2011
SYMETRA INVESTMENT SERVICES, INC. (DUNWOODY GA)
FL
01/01/2009 - 04/20/2009
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
MN
11/08/2001 - 06/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/08/2001 - 06/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/05/1995 - 11/22/1995
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NY
01/11/1995 - 09/05/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
FL
07/11/1994 - 01/10/1995
HUNTER INTERNATIONAL SECURITIES, INC. (POMPANO BCH FL)
FL
03/24/1994 - 07/08/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 04/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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