Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan James Edwards is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Charlotte, North Carolina. Bryan has been in the financial services industry since 2000. He is registered as an investment advisor and broker-dealer in North Carolina. Bryan has a variety of experience and has worked with clients at First Citizens Investor Services, Inc., Evergreen Investment Services, Inc. and First Union Brokerage Services, Inc. in the past. Bryan's specializations include portfolio management for individuals, financial planning, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
08/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
12/09/2010 - 03/06/2018
FIRST CITIZENS INVESTOR SERVICES, INC. (CHARLOTTE NC)
NC
09/27/2000 - 08/01/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
03/09/1999 - 09/11/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 9/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 3/6/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/8/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/8/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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