Edward Walusiak (CRD# 7332661) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Attleboro, MA and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Netflix | Chatham, MA | Apr 2023 - Current | 1 |
| Town Of Lincoln, Ri (lincoln Police Department) | Lincoln, RI | Feb 2023 - Current | 1 |
| Arrow Wealth Management LLC | North Attleboro, MA | Jan 2023 - Current | 1 |
| Cetera Advisors LLC | St Cloud, MN | Nov 2021 - Current | 2 |
| Town Of Lincoln Police Department | Lincoln, RI | Jul 2002 - Current | 21 |
| Chartered Course Financial Group LLC | North Attleboro, MA | Oct 2021 - Dec 2022 | 1 |
| Cetera Advisors | St Cloud, MN | Jan 2021 - Nov 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MA
- RI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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