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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 Barton Moore is a financial advisor with over 23 years of experience in the industry. Edward Barton Moore is currently registered with Raymond James & Associates, Inc., and has been with them since February 2013. Previously, Edward Barton Moore was affiliated with MORGAN KEEGAN & COMPANY, INC., EDWARD JONES, and METLIFE SECURITIES INC. Edward Barton Moore has a wide range of experience and holds the following licenses: Series 6, Series 7, Series 63, Series 66 and the SIE. Edward Barton Moore offers financial planning, investment management, pension consulting, educational seminars, and other financial services. Edward Barton Moore is licensed to conduct business in several states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
05/10/2013 - Present
Raymond James & Associates, Inc. (Cartersville GA)
GA
06/23/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CARTERSVILLE GA)
GA
12/01/2003 - 06/26/2008
EDWARD JONES (CARTERSVILLE GA)
MA
03/17/1999 - 12/02/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/17/1999 - 12/02/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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