Edward W. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Edward Woodrow Wilson JR, who also goes by Edward Woodrow Wilson, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1987. Edward had worked at 6 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2007 - December 31, 2021
WORLD INVESTMENTS, LLC
May 13, 2005 - January 20, 2007
ALLSTATE FINANCIAL SERVICES, LLC
November 4, 2002 - May 6, 2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
June 6, 2001 - August 19, 2002
CETERA INVESTMENT SERVICES LLC
March 10, 1999 - June 6, 2001
COMPULIFE INVESTOR SERVICES, INC.
March 6, 1987 - April 21, 1999
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WORLD INVESTMENTS, LLC
CRD#: 20626 / SEC#: 801-56426, 8-38377
Contact information
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,697 |
| AUM (Assets Under Management) | $ 1,734,780,346 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
