Unclaimed
Edwin Mayo is an experienced financial professional with over 25 years in the industry. Edwin is currently registered with B.b. Graham & Company, Inc. in Nebraska and Colorado. Edwin has a strong background in providing financial planning and investment management services for individuals and businesses. Prior to joining B.b. Graham & Company, Inc., Edwin worked with Alton Securities Group Inc., Securities America, Inc., The O.N. Equity Sales Company, and Franklin Financial Services Corporation. Edwin is also a Series 6, 7, 24, 63 and 65 licensed professional and holds the SIE certification.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NE
11/19/2015 - Present
B.b. Graham & Company, Inc. (Gering NE)
NE
11/15/2011 - 11/25/2015
ALTON SECURITIES GROUP INC. (GERING NE)
NE
06/15/1999 - 10/27/2011
SECURITIES AMERICA, INC. (GERING NE)
OH
11/27/1996 - 06/18/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
TX
08/30/1996 - 12/10/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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