Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Gresham is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Cornelius, NC. Edwin has been in the industry since 2003, with previous experience at Wells Fargo Advisors, LLC and Edward Jones. Edwin has a strong background in securities, holding Series 7, 63, and 66 licenses. Edwin specializes in a range of services for individuals and businesses.
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
09/05/2012 - Present
Raymond James Financial Services Advisors, Inc. (Cornelius NC)
NC
10/12/2007 - 09/04/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/16/2003 - 10/16/2007
EDWARD JONES (MARION NC)
BOTH
Issued 09/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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