Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Durham is a financial advisor with over 23 years of experience in the industry. He has worked with Raymond James & Associates, Inc. since September 2015, and previously worked at Morgan Stanley. Edward is a Series 7, 24, 63, and 66 licensed advisor. He is currently registered in Florida, Georgia, Missouri, California, Colorado, Ohio, Texas, Washington, and Wyoming. Edward has a strong track record of helping individuals and families 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
09/29/2015 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
GA
06/01/2009 - 09/28/2015
MORGAN STANLEY (SAVANNAH GA)
MO
05/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
03/22/1999 - 06/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CLAYTON MO)
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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