Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Guion Kain is a financial advisor with Truist Advisory Services, Inc. Edward is a registered representative and investment advisor representative in Maryland. Edward has been in the securities industry since October 20, 1996. Edward holds Series 63, 65, 7, 24, and SIE licenses and has worked with firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., and M&T Securities, Inc. Edward provides financial planning and portfolio management services to individual and business clients.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
02/17/2021 - Present
Truist Advisory Services, Inc. (FREDERICK MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
04/19/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WESTMINSTER MD)
MD
09/09/2003 - 04/18/2005
M&T SECURITIES, INC. (BALTIMORE MD)
NY
10/16/1996 - 09/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 11/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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