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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Roberts has been in the industry since March 10, 1985. Edgar is currently registered with Equity Services, Inc. as an Investment Advisor Representative. Edgar Roberts has a strong track record of working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Edgar also has a proven record of working with clients on their financial planning needs. Edgar is currently licensed in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, New York, North Carolina, Oregon, South Carolina, Tennessee, Vermont, Virginia, Washington, and Wyoming. Edgar Roberts holds the Series 6, 7, 24 and 63 licenses and has earned the designation of Chartered Financial Consultant. Equity Services, Inc. was founded in 1984 and has over 400 licensed agents, 450 Investment Advisor Representatives, and 440 registered representatives. Equity Services, Inc. has a proven track record of providing investment advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Equity Services, Inc. provides a wide range of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Edgar Roberts is a dedicated and experienced investment advisor who is committed to helping clients achieve their financial goals.
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.
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.
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2
NC
02/11/2000 - Present
Equity Services, Inc. (CHARLOTTE NC)
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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