Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward George Rountree is a financial advisor currently working with Corient. Edward has been in the industry since 2002. Edward holds Series 6, 7, and 63 licenses. Edward is a Certified Financial Planner and a Chartered Financial Analyst. Edward has previously worked with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/10/2022 - Present
Corient (CINCINNATI OH)
OH
02/21/2006 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
11/02/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
03/26/2002 - 11/03/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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