Edward WatkoCRD Number: 1937309
Current Firm: M Holdings Securities, Inc.
Edward Watko (CRD# 1937309) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Raleigh, NC and has over 27 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|M Holdings Securities, Inc.||Portland, OR||Aug 2000 - Current||16|
|Mack Financial||Indpls, IN||Jan 1993 - Current||23|
|Pacific Mutual||Indianapolis, IN||Oct 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops