Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bryan is a financial advisor in Coral Gables, FL and has been in the industry for over 30 years. Edward is a Certified Financial Planner. Edward works at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a large firm with 11732 licensed agents, 12435 investment adviser representatives and 13881 registered representatives. The firm's main office is located in Minneapolis, MN and they have $1 billion - $10 billion in assets under management. Edward has passed 2 state and 2 product examinations as well as 1 principal exam. Edward's registrations currently include Texas. Edward's professional experience includes working at JHS Capital Advisors, Inc., Ameriprise Financial Services, Inc., and J. Lee Peeler & Company, Inc.
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.
Asset allocation services
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
FL
08/27/2015 - Present
Ameriprise Financial Services, LLC (Coral Gables FL)
MN
08/14/2015 - 02/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
FL
12/06/2011 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (MIAMI FL)
FL
09/14/1999 - 12/09/2011
YOUNG, STOVALL AND COMPANY (MIAMI FL)
FL
09/16/1997 - 08/23/1999
CAPITAL INTERNATIONAL SECURITIES GROUP, INC. (MIAMI FL)
NY
05/24/1995 - 08/15/1997
M. J. WHITMAN, INC. (NEW YORK NY)
NA
05/07/1982 - 01/19/1983
J. LEE PEELER & COMPANY, INC.
NA
04/05/1982 - 04/20/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
BOTH
Issued 12/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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