Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Andrews Castleberry is a financial professional with over 30 years of experience in the industry. Edward currently works as a registered representative with J. W. Cole Advisors, Inc. and is licensed to conduct securities business in multiple states. Edward also holds a Series 65 license, allowing Edward to provide investment advice to clients. Previously, Edward worked at CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., FIDELITY EQUITY SERVICES CORPORATION, CARILLON INVESTMENTS, INC., and GREEN HILL FINANCIAL SERVICE CORPORATION. Edward's experience is extensive and includes offering financial planning, investment management, and educational seminars.
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.
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 consulting
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
01/07/2021 - Present
J. W. Cole Advisors, Inc. (Plant City FL)
FL
09/12/2016 - 12/31/2020
CETERA ADVISORS LLC (PLANT CITY FL)
FL
04/27/1995 - 10/03/2016
INVESTORS CAPITAL CORP. (PLANT CITY FL)
NA
07/15/1994 - 04/27/1995
FIDELITY EQUITY SERVICES CORPORATION
OH
02/27/1992 - 07/15/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
06/17/1983 - 03/02/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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