ADVISOR BIO

Edward Wagner is a financial advisor at Sageview Advisory Group, LLC, a firm with offices in Newport Beach, CA. Edward is a registered investment advisor and holds Series 65 and Series 66 securities licenses. Edward specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for businesses and individuals. Edward has been in the financial services industry since 1998.

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ADVISOR BIO

Edward R. Haus is an investment advisor representative at RBC Capital Markets, LLC, with over 2 years of experience in the financial industry. Edward R. Haus is registered in multiple states, including California and Texas. Edward R. Haus has obtained licenses and registrations for securities and investments, including the Series 7TO, Series 63, and Series 66 exams. Edward R. Haus has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Edward Rosenblatt is a financial advisor at Cetera Investment Advisers LLC. Edward has been in the financial industry since 1995, providing advisory services for individuals, businesses and charitable organizations. Edward is licensed to offer advisory services in 21 states and is a registered representative with FINRA. Edward also provides educational seminars and financial planning services.

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ADVISOR BIO

Edward Bustamante is a financial advisor with Cambridge Investment Research Advisors, Inc. Edward has been in the financial services industry since 1990. Edward is currently registered with the state of California. Edward has previously worked at Mutual Securities, Inc., First Montauk Securities Corp., RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Smith Barney Inc., and Lehman Brothers Inc.

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ADVISOR BIO

Edward Charles Rusnak is a registered representative with Osaic Wealth, Inc. in San Ramon, CA. Edward has been in the financial services industry since 2005. Edward is licensed in the following states: Arizona, California, Florida, Idaho, Maryland, Massachusetts, Nevada, Ohio, Oregon, Tennessee, and Virginia. Edward holds the Series 7, Series 66, and SIE securities licenses. Edward is also a registered investment advisor representative (IAR) in California. Edward has experience in financial planning, portfolio management, and insurance.

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ADVISOR BIO

Edward Charles Nino is a registered investment advisor representative. Edward has been in the industry since June 2012, and currently works for Ameriprise Financial Services, LLC. Edward is licensed to provide investment advice in California and Florida. Edward has been a registered representative with Ameriprise Financial Services, LLC since February 2020. Edward previously worked for Morgan Stanley and Sovereign Global Advisors LLC. Edward's professional experience also includes legal work as an attorney. Edward has a legal background which he applies to his investment advisory services. Edward has experience working with clients of all types, including individuals, trusts, estates, corporations, pension plans, and insurance companies. Edward is licensed to provide investment advice in California and Florida.

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ADVISOR BIO

Edward Mullins Hawley is a financial advisor at LPL Financial LLC. Edward has been in the financial services industry since 2002. Edward holds Series 7, 66, and 65 licenses and is registered to provide investment advisory services in California. In addition to his work with LPL Financial, Edward also works as a mortgage loan officer with Homebridge Financial. Edward has prior experience with Alliance Warburg Global Financial Services and Wedbush Morgan Securities.

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ADVISOR BIO

Edward Montagna is a financial advisor with over 30 years of experience in the industry. Edward currently works for Sorrento Pacific Financial, LLC and is registered as a broker-dealer and investment advisor in several states. His areas of specialization include financial planning, portfolio management, and pension consulting. Edward is committed to providing his clients with personalized financial advice and guidance to help them achieve their goals.

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ADVISOR BIO

Edward Parker is an investment advisor representative at Sovran Advisors, LLC. Edward has been in the financial services industry for over 10 years. Edward is a Registered Investment Advisor in California and is licensed to offer investment advisory services. Edward's experience includes working with individuals, families, businesses, and charitable organizations. Edward specializes in financial planning, portfolio management, and pension consulting. Edward is committed to providing clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Edward Palmer Tess is a financial advisor with Morgan Stanley. Edward has been in the financial services industry since April 1995. Edward has licenses in 53 states. Edward has a Series 7, Series 9, Series 10, Series 63 and SIE license. Edward holds 3 principal licenses: Series 9, Series 10 and Series 8. Edward is also registered as an Investment Advisor Representative (IAR) with the state of Texas.

SPECIALIZATIONS