Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bradshaw Harris is a financial advisor who has been in the financial industry since 1999. Edward has a strong track record of working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Edward currently holds registrations with First Citizens Investor Services, Inc. and BB&T Securities, LLC. Edward's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Edward is also a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/12/2019 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
01/02/2018 - 12/03/2019
BB&T SECURITIES, LLC (RALEIGH NC)
NC
09/12/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
01/25/1999 - 09/06/2017
VALIC FINANCIAL ADVISORS, INC. (WILMINGTON NC)
TX
01/25/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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