Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Vance is a financial advisor in Macon, Georgia. Edward has been in the financial services industry since 1998. He is currently registered with Mercer Global Advisors Inc. and Edward Vance Investment Management. Edward is a Certified Financial Planner™ professional. He has experience working with individual clients, families, businesses, and retirement plans. Edward specializes in providing investment advice, financial planning, and estate planning 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.
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.
Trust services, estate planning, tax return preparation, consultation
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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GA
02/14/2025 - Present
Mercer Global Advisors Inc. (Cumming GA)
GA
10/23/2009 - 08/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
GA
10/27/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MACON GA)
GA
05/26/2003 - 10/30/2006
BB&T INVESTMENT SERVICES, INC. (MACON GA)
IA
07/11/2001 - 12/06/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MO
10/01/2000 - 04/23/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/29/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/07/1998 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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