Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garth Edwards is a financial advisor with over 20 years of experience in the financial services industry. William has held positions at several firms including Morgan Stanley and Citigroup Global Markets Inc. Currently, William is a registered representative at Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in multiple states, including Virginia, Texas and Idaho. William is also a Certified Financial Planner and has a strong background in providing financial planning, portfolio management and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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
VA
10/24/2019 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
06/01/2009 - 10/25/2019
MORGAN STANLEY (RICHMOND VA)
VA
01/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
MA
10/09/2003 - 12/17/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/09/2003 - 12/17/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/08/2002 - 10/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/2002 - 10/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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