Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Monaghan is a financial professional based in Wilson, NC, with over 25 years of experience in the industry. Edward has a long history of working with individuals and families, as well as businesses and non-profits, providing them with comprehensive financial planning and investment management services. Currently, Edward is a Registered Representative and Investment Adviser Representative at Capital Investment Advisory Services, LLC, a firm located in Raleigh, NC. Edward holds Series 7, 31, and 63 securities licenses, and Series 65 investment adviser license, along with the SIE designation. Before joining Capital Investment Advisory Services, LLC, Edward was affiliated with Wells Fargo Advisors, LLC.
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.
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
05/21/2017 - Present
Capital Investment Advisory Services, LLC (WILSON NC)
NC
06/07/2001 - 04/26/2017
WELLS FARGO CLEARING SERVICES, LLC (WILSON NC)
NC
04/27/1998 - 05/21/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
06/06/1997 - 04/29/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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