Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edwards is a financial professional with over 25 years of experience in the industry. George has a broad range of experience having worked with a variety of firms including Wells Fargo Clearing Services, LLC, Pershing LLC and Citigroup Global Markets Inc. George is currently registered with Morgan Stanley and is licensed in 53 states. George has a broad range of licenses and designations including the Series 4, 7, 9, 10, 24, 52, 53, 63, 66 and 99. George specializes in providing portfolio management for individuals, investment companies, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/05/2024 - Present
Morgan Stanley (Winter Park FL)
FL
07/15/2022 - 02/13/2024
WELLS FARGO CLEARING SERVICES, LLC (LAKE MARY FL)
FL
11/12/2021 - 05/25/2022
PERSHING LLC (LAKE MARY FL)
FL
10/21/2010 - 05/25/2022
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
06/01/2009 - 10/18/2010
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
02/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
05/17/2007 - 02/14/2008
IFMG SECURITIES, INC. (ORLANDO FL)
FL
04/29/2003 - 02/05/2007
WACHOVIA SECURITIES, LLC (POMPANO BEACH FL)
NE
11/27/2002 - 04/14/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/22/1996 - 11/25/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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