Unclaimed
Edward Bronkhorst is a registered investment advisor representative with USI Advisors. Edward is licensed to provide investment advice in Tennessee and Texas. He has been in the financial industry since September 27, 2017. Edward's professional designations include Series 65, Series 63, Series 7 and SIE. Edward also specializes in providing advisory services to pension plans and other businesses. Edward has experience in providing investment advice and consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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
TN
06/17/2019 - Present
USI Advisors (KNOXVILLE TN)
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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