Unclaimed
Edward Xavier Tune is an Investment Advisor Representative at Brown Advisory. Edward has been in the industry for over 20 years. Before joining Brown Advisory, Edward worked at Brown Brothers Harriman & Co. Edward Tune has been registered as an Investment Advisor Representative with the state of Delaware, Massachusetts and North Carolina. Edward holds the Series 63, 65, 7, 9, and 10 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
02/20/2014 - Present
Brown Advisory (BALTIMORE MD)
IL
10/01/2000 - 12/24/2008
BROWN BROTHERS HARRIMAN & CO. (CHICAGO IL)
MA
01/01/1998 - 09/27/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
06/12/1994 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/04/1992 - 08/03/1992
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 02/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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