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Widmark De jesus Cano

Edelman Financial Engines

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About Widmark De jesus Cano

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.

Firm Information

Widmark Cano is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Widmark Cano’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Widmark De jesus Cano.
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