Unclaimed
Carlos Britos is a financial advisor at Edward Jones, with more than 20 years of experience in the financial industry. Carlos is a licensed and registered advisor in the state of Virginia, and is a registered representative of Edward Jones, a subsidiary of The Jones Financial Companies L.L.C. Carlos is licensed to offer securities and investment advisory services through Edward Jones. Carlos is also licensed to offer insurance products. Carlos is committed to providing personalized financial advice and investment solutions to help his clients achieve their financial goals. Carlos works with clients to develop a comprehensive financial plan that takes into account their individual needs and objectives. Carlos also offers a variety of investment products and services, including mutual funds, stocks, bonds, and annuities.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VA
03/09/2023 - Present
Edward Jones (Hayes VA)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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