Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin James Pinigis III is a financial advisor with Truist Advisory Services, Inc. in Marietta, GA. Edwin has been in the financial services industry since 2015 and holds the Series 6, 7, 63 and 65 licenses. Edwin has worked with a variety of firms, including Woodmen Financial Services, Inc., Morgan Stanley, PNC Investments and BB&T Securities, LLC. Edwin is currently registered with Truist Advisory Services, Inc. to provide investment advisory services in GA and TX.
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 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edwin Pinigis is the right advisor for you? Invested Better is here to help.
