Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Burns is a financial advisor who has been active in the industry since 2007. Edward is currently registered with Raymond James Financial Services Advisors, Inc. in North Carolina. Edward has previously been employed by Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Edward is registered with the state of North Carolina and other states including, Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Indiana, Kentucky, New York, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Edward's specialties include providing financial advice to high net worth individuals, corporations, and other businesses. Edward's services include portfolio management, financial planning, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
04/14/2010 - Present
Raymond James Financial Services Advisors, Inc. (Cornelius NC)
NC
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
10/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
BOTH
Issued 10/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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