Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Knox is a financial advisor at Raymond James & Associates, Inc. Edward has been in the financial industry since 1986 and is registered in multiple states including North Carolina, Texas, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Iowa, Kentucky, Louisiana, Maryland, Missouri, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Edward has experience working with a wide range of clients including individuals, businesses, charitable organizations, investment companies, and insurance companies. Edward holds a Series 7, Series 31, Series 63, and Series 66 securities licenses. Edward also holds a SIE license. Edward's previous employer was Morgan Keegan & Company, Inc., where Edward was registered from April 2001 to February 2013. Edward was also registered with Wachovia Securities, Inc. from December 1986 to May 2001. Edward is active in the financial industry.
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
NC
01/25/2021 - Present
Raymond James & Associates, Inc. (Wilmington NC)
NC
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (WILMINGTON NC)
NC
12/26/1986 - 05/01/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
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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