Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Luck Rowell is a financial advisor with over 30 years of experience. Edward has worked with various financial institutions, including J.P. Turner & Company, LLC, Summit Brokerage Services, and currently at Cetera Investment Advisers LLC. Edward has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, and businesses. Edward is committed to providing personalized financial advice to help clients reach 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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (Charlotte NC)
NC
10/30/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Charlotte NC)
NC
01/18/2005 - 11/02/2015
J.P. TURNER & COMPANY, L.L.C. (CHARLOTTE NC)
NC
01/06/2005 - 01/13/2005
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
GA
09/30/2002 - 01/03/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
CO
04/02/2002 - 09/30/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
CO
01/25/1993 - 03/26/2002
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
CO
07/07/1992 - 01/25/1993
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
06/20/1989 - 07/09/1992
J. W. GANT & ASSOCIATES, INC.
BC
Issued 7/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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