Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie King Jackson is an active investment advisor representative at Truist Advisory Services, Inc., registered with FINRA and the state of Florida. Eddie has over 30 years of experience in the financial industry. Eddie has held a Series 63 license since 1986, a Series 7 license since 1986, a Series 24 license since 2023, and a Series 66 license since 2016. Eddie also holds a Series 26 license. In addition to his current employment with Truist Advisory Services, Inc., Eddie has also worked with BB&T Securities, LLC., HSBC Securities (USA) Inc., Wachovia Securities, LLC., First Union Brokerage Services, Inc., Southeast Bank Brokerage Service, Inc., Oppenheimer & Co., Inc., and PaineWebber Incorporated. Eddie specializes in portfolio management for businesses and individuals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
01/12/2017 - Present
Truist Advisory Services, Inc. (BOCA RATON FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/02/2008 - 05/09/2013
HSBC SECURITIES (USA) INC. (WELLINGTON FL)
FL
10/01/2000 - 03/24/2008
WACHOVIA SECURITIES, LLC (WEST PALM BEACH FL)
NC
09/22/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
03/05/1991 - 10/16/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
06/16/1987 - 02/28/1989
OPPENHEIMER & CO., INC.
NA
05/22/1986 - 06/24/1987
PAINEWEBBER INCORPORATED
BOTH
Issued 11/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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