Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Norris has been working in the financial industry since 1972. Edgar currently works as a Registered Representative and Investment Advisor Representative at Truist Advisory Services, Inc. Edgar has worked at multiple firms previously including BB&T Securities, LLC and Scott & Stringfellow, LLC. Edgar is licensed to offer financial products and services in numerous states including South Carolina, Texas, and others. Edgar specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
SC
11/03/2021 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
03/07/2001 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENVILLE SC)
SC
10/02/1972 - 03/07/2001
EDGAR M. NORRIS & CO., INC. (GREENSVILLE SC)
IA
Issued 11/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1977
F04 - Financial Principal Examination
BC
Issued 12/17/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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