Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mattison is a financial professional with over 18 years of experience in the industry. Edward is currently registered with Equitable Distributors, LLC and is located in Charlotte, NC. Previously, Edward was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, P.J. ROBB VARIABLE CORPORATION, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Edward holds Series 6 and Series 63 licenses, and the SIE exam. Edward is registered to sell securities in 19 states.
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.
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.
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2
NC
03/16/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
NC
04/29/2021 - 03/07/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
TN
02/05/2020 - 04/14/2021
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NC
08/13/2007 - 01/07/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
05/29/2007 - 07/30/2007
CITIGROUP GLOBAL MARKETS INC. (HEWLETT NY)
NY
10/11/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (HEWLETT NY)
NY
04/16/2004 - 09/16/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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