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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Albert Carter is a financial advisor with Ameriprise Financial Services, LLC, headquartered in Tampa, Florida. Edward has been working in the financial industry since May 7, 2008, and has been registered with the Securities and Exchange Commission (SEC) since November 26, 2018. Prior to joining Ameriprise Financial Services, LLC, Edward worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Edward holds a Series 66 license, in addition to the Series 31, 7, and SIE licenses. Edward also serves as a Board Member for Carter, a non-investment related organization. Edward specializes in providing financial advice to high-net-worth individuals, corporations, trusts, and estates. Edward's services include financial planning, asset allocation services, and portfolio management.
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.
Asset allocation services
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
10/14/2021 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
06/01/2009 - 11/27/2018
MORGAN STANLEY (TAMPA FL)
FL
05/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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