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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edwards is a financial advisor with Morgan Stanley. Brian has been in the financial services industry since 1989. Brian is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Brian has a wide range of experience in the financial services industry, including investment banking, securities brokerage, and investment management. Brian is licensed to sell securities in 46 states and the District of Columbia. Brian is also a registered investment advisor in Ohio and Texas. Brian is committed to providing his clients with personalized financial advice and investment strategies. Brian's clients include individuals, families, trusts, estates, corporations, and institutions. Brian provides a wide range of financial services, including: investment management, financial planning, retirement planning, college savings, and estate planning. Brian is a member of the Morgan Stanley Private Bank, National Association. Brian is also a Managing Partner of BJE Investments LLC and a Managing Member of WHEM LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
07/22/2016 - Present
Morgan Stanley (Columbus OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
03/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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