Unclaimed
Edward Jackson McCown is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Osaic Wealth, Inc. in Tuscaloosa, AL. Edward has a wide range of experience, having previously worked with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, FRANKLIN FINANCIAL SERVICES CORPORATION, and AFS EQUITIES, INC. Edward holds multiple licenses and certifications including Series 6, 62, 63, 52, 24, and SIE. Edward specializes in providing financial advice to individuals, businesses, and institutions. Edward is committed to helping clients achieve 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.
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2
AL
09/01/2023 - Present
Osaic Wealth, Inc. (TUSCALOOSA AL)
AL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUSCALOOSA AL)
AL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TUSCALOOSA AL)
TX
07/25/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
AL
05/05/1999 - 07/21/2000
AFS EQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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