Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Thomas Rollins has been in the financial services industry since 1987. Currently, Eddie Rollins is registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions, providing investment advice in Iowa and North Carolina. Eddie Rollins has been a registered representative with QUASAR DISTRIBUTORS, LLC, NORTHERN LIGHTS DISTRIBUTORS, LLC, STILLPOINT CAPITAL, LLC, OPPENHEIMER & CO. INC., STANFORD GROUP COMPANY, H&R BLOCK FINANCIAL ADVISORS, INC., MORGAN KEEGAN & COMPANY, INC., PAINEWEBBER INCORPORATED, J.C. BRADFORD & CO., and LEHMAN BROTHERS INC. Eddie Rollins holds the Series 3, 7, 8, 24, 63, 65, and 66 licenses. Eddie Rollins manages assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
NC
01/11/2016 - 12/31/2023
QUASAR DISTRIBUTORS, LLC (Charlotte NC)
NE
06/17/2014 - 12/31/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
FL
05/16/2011 - 02/28/2014
STILLPOINT CAPITAL, LLC (TAMPA FL)
NC
03/16/2009 - 06/04/2009
OPPENHEIMER & CO. INC. (CHARLOTTE NC)
NC
06/03/2004 - 03/16/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
MI
02/04/2002 - 04/30/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TN
03/01/1999 - 01/25/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
06/09/1992 - 03/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/26/1990 - 05/08/1992
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/03/1988 - 09/17/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/11/1986 - 06/18/1988
THE PINNACLE GROUP, INC.
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/10/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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