Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Reames is a financial advisor with over 30 years of experience in the financial services industry. He currently works for Janney Montgomery Scott LLC and has been with the firm since November 2019. Prior to joining Janney, Edward spent several years at Wells Fargo Advisors and Wells Fargo Clearing Services. Edward offers financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
Fee plus commission
1
2
SC
11/19/2019 - Present
Janney Montgomery Scott LLC (Florence SC)
SC
02/17/2012 - 11/19/2019
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)
SC
09/28/2001 - 02/23/2012
J.J.B HILLIARD, W.L. LYONS, LLC (FLORENCE SC)
MO
10/01/1999 - 10/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/25/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
SC
12/22/1990 - 10/02/1992
SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)
WI
04/28/1988 - 12/01/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/06/1987 - 05/11/1988
AMEV INVESTORS, INC.
IA
Issued 03/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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