Unclaimed
Edwin Christian Mayer is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) registered with Ameriprise Financial Services, LLC. Edwin has been in the financial services industry since 1983. Edwin has a strong focus on serving clients with a variety of needs, including financial planning, pension consulting, and asset allocation services. Edwin is also registered with the Securities Industry and Financial Markets Association (FINRA) and has a strong history of serving individual and institutional clients.
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
03/11/2010 - Present
Ameriprise Financial Services, LLC (ALPHARETTA GA)
GA
11/30/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ATLANTA GA)
MA
10/20/2004 - 12/02/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/17/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/31/2001 - 02/06/2002
AXA ADVISORS, LLC (NEW YORK NY)
MA
01/01/1998 - 01/25/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
01/26/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
GA
01/14/1991 - 02/23/1993
PEACHTREE CAPITAL CORPORATION (ATLANTA GA)
NA
01/08/1987 - 07/17/1989
MORGAN KEEGAN & COMPANY, INC.
NA
09/22/1983 - 01/13/1987
DEAN WITTER REYNOLDS INC.
NA
02/10/1982 - 09/19/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edwin Mayer is the right advisor for you? Invested Better is here to help.