Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbert? Claim Your ProfileWilbert Ed Rownd is a financial advisor in CABOT, AR. Wilbert Ed Rownd has been in the financial industry since 1991. Wilbert Ed Rownd is currently registered with LPL Financial LLC and is licensed to provide investment advice in Arkansas. Wilbert Ed Rownd also has previous experience with J.W. COLE FINANCIAL, INC., FIRST ALLIED SECURITIES, INC., FFP SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Wilbert Ed Rownd holds the Series 63, Series 51, Series 24, SIE, and Series 7 licenses. Wilbert Ed Rownd is also registered as an Investment Advisor Representative in Arkansas.
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.
1
2
AR
11/02/2022 - Present
LPL Financial LLC (CABOT AR)
AR
05/14/2010 - 11/02/2022
J.W. COLE FINANCIAL, INC. (JACKSONVILLE AR)
AR
05/30/2008 - 05/18/2010
FIRST ALLIED SECURITIES, INC. (SHERWOOD AR)
AR
07/05/1995 - 05/30/2008
FFP SECURITIES, INC. (SHERWOOD AR)
MN
10/03/1991 - 07/05/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/1991 - 07/05/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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