Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Armstrong is a financial advisor with Ameriprise Financial Services, LLC. Edward has been in the financial services industry since 2009. He holds Series 66, Series 9, Series 10 and Series 7 licenses and has served clients in various states including Georgia, Texas, Alabama, Arizona, Arkansas, California, Colorado, Florida, Massachusetts, Mississippi, Montana, Nevada, New Hampshire, New York, North Carolina, South Carolina, Tennessee and Utah. Edward specializes in financial planning, portfolio management for individuals and businesses, pension consulting and asset allocation services. He has held previous positions with ProEquities, Inc. and Valmark Securities, Inc. Edward is a registered investment advisor representative for Ameriprise Financial Services, 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.
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.
Asset allocation services
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.
1
2
GA
09/04/2020 - Present
Ameriprise Financial Services, LLC (ALPHARETTA GA)
GA
12/06/2012 - 08/28/2014
PROEQUITIES, INC. (PEACHTREE CITY GA)
GA
03/02/2011 - 12/04/2012
VALMARK SECURITIES, INC. (PEACHTREE CITY GA)
GA
08/10/2009 - 01/31/2011
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 09/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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