Unclaimed
Edwin Reynolds is a financial professional with over 30 years of experience in the securities industry. He is a Registered Representative and Investment Adviser Representative with Lombard Advisers Inc. Edwin has held various positions in the financial services industry, including roles at LINSCO/PRIVATE LEDGER CORP., JOHNSTON, LEMON & CO. INCORPORATED, FERRIS, BAKER WATTS INCORPORATED, and BAKER, WATTS & CO., INC. Edwin is licensed to provide investment advice in several states, including Maryland, New Jersey, Colorado, Delaware, Florida, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, and Virginia. Edwin holds the Series 7, 6, 5, 24, 26, 63, and 65 licenses.
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.
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.
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
MD
12/08/2020 - Present
Lombard Advisers Inc. (BALTIMORE MD)
SC
11/06/1990 - 06/24/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DC
01/20/1989 - 11/08/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
MD
10/24/1988 - 01/23/1989
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
01/01/1972 - 10/24/1988
BAKER, WATTS & CO., INC.
IA
Issued 03/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/21/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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