Unclaimed
Edward Busch is a financial advisor with Equitable Advisors, LLC, located in Charlotte, NC. Edward has been in the financial services industry since 2016. Edward is registered to provide investment advice and securities in North Carolina. Edward holds the Series 6, 7, 63, and 65 licenses. Edward has experience working with high-net-worth individuals, corporations, and pension plans. Edward is committed to providing personalized financial advice and helping clients reach 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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/28/2024 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
05/19/2021 - 09/08/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Charlotte NC)
CO
11/05/2020 - 05/03/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NC
12/08/2016 - 10/31/2020
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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