Edward Smelich
Edward Smelich is a registered investment advisor at Dreams Investment Solutions, based in Folsom, CA, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Folsom, CA
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Edward sells insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also a Results/Success/Life Coach and a commissioned referral partner for Dreams Score LLC, which provides business services like health insurance supplemental plans and tax advice.
Employment History
Current Registrations
Dreams Investment Solutions
Darwin Wealth Management
Previous Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Acument Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.