Unclaimed
Edgar Duryea Pouch is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Travelers Rest, SC. Edgar has been in the industry since 1984 and is registered with FINRA and the state of South Carolina. He offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Edgar is also a branch manager for Gateway Wealth Strategies.
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
SC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TRAVELERS REST SC)
FL
12/05/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NC
04/14/1994 - 12/04/1995
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
08/06/1993 - 04/18/1994
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
SC
06/28/1993 - 08/09/1993
MCCARLEY AND ASSOCIATES, INC. (GREENVILLE SC)
MO
01/13/1988 - 06/30/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/06/1987 - 01/12/1988
ESSEX FINANCIAL SERVICES, INC.
NA
07/06/1987 - 11/11/1987
ESSEX COMPANY
NA
10/01/1986 - 07/14/1987
UNITED FINANCIAL INVESTMENTS, INC.
NA
10/30/1984 - 10/16/1986
TITAN CAPITAL CORPORATION
NA
08/14/1984 - 10/11/1984
FSC SECURITIES CORPORATION
NA
12/07/1983 - 07/17/1984
ALLEN A. BUCHALTER ASSOCIATES,INC.
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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