Unclaimed
Edwin James Pinigis III is a financial advisor with Truist Advisory Services, Inc. Edwin has been in the industry since June 2015 and is registered with both the state of Georgia and Texas. Edwin has a broad range of experience in financial services, including working with BB&T Securities, LLC, PNC Investments, Davenport & Company LLC, and Morgan Stanley.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
08/13/2024 - Present
Truist Advisory Services, Inc. (MARIETTA GA)
VA
06/06/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
08/17/2018 - 06/04/2019
PNC INVESTMENTS (DULUTH GA)
VA
10/06/2016 - 08/16/2018
DAVENPORT & COMPANY LLC (LYNCHBURG VA)
VA
08/28/2015 - 09/01/2016
MORGAN STANLEY (LYNCHBURG VA)
NE
04/20/2015 - 07/29/2015
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 9/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 4/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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