ES
ChFC
ES
ChFC

Edward Skelly

36 Years of Experience
Ashburn, VA
BrokerSells Insurance

Edward Skelly is a ChFC-designated registered investment advisor, based in Ashburn, VA, with 36 years of industry experience.

Location

44355 Premier Plaza, Suite 200, Ashburn, VA, 20147

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edward is a partner/owner at W3 Wealth Management, LLC, involved in client meetings and overseeing daily activities, and also owns rental property jointly with his wife. He also works as an insurance agent selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Valmark Advisers, INC.
July 2011 - Present · 14 yrs 10 mos
Valmark Securities, INC.
July 2011 - Present · 14 yrs 10 mos
Valmark Securities, INC.Broker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Invest Financial CorporationBroker
June 2007 - July 2011 · 4 yrs 1 mo
Invest Financial Corporation
June 2007 - July 2011 · 4 yrs 1 mo
Sterling Financial Plans, INC.
January 2003 - June 2007 · 4 yrs 5 mos
Mutual Service CorporationBroker
February 2001 - June 2007 · 6 yrs 4 mos
Mutual Service CorporationBroker
May 1995 - February 2001 · 5 yrs 9 mos
Pruco Securities CorporationBroker
December 1989 - August 1995 · 5 yrs 8 mos
The Prudential Insurance Company of AmericaBroker
December 1989 - December 1993 · 4 yrs
State Registrations21 states
AZCODCDEFLGAILINMAMDNCNHNJNVNYOHPASCTNVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.