Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bartlett is a financial advisor with Janney Montgomery Scott LLC. Edward has been in the industry for over 28 years and is registered with the state of Virginia and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Edward specializes in providing financial planning, portfolio management, and investment advice. He works with a wide range of clients, including individuals, families, and businesses. Edward has a deep understanding of the financial markets and a commitment to helping his 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fee plus commission
1
2
VA
11/07/2016 - Present
Janney Montgomery Scott LLC (Roanoke VA)
VA
09/17/2010 - 11/08/2016
WELLS FARGO ADVISORS, LLC (ROANOKE VA)
VA
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (ROANOKE VA)
VA
01/13/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
MO
10/01/1999 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/15/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Bartlett is the right advisor for you? Invested Better is here to help.
