Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Patrick Freeman is a financial advisor currently registered with Truist Advisory Services, Inc.. Edward Patrick Freeman has been in the industry since June 1996. Edward Patrick Freeman's current firm is located in Alpharetta, Georgia, and is registered with the state of Georgia as an Investment Advisor.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
09/04/2018 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
NY
06/26/1996 - 07/25/1997
THE VOLUME INVESTOR, INC. (NEW YORK NY)
IA
Issued 01/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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