Unclaimed
George Harrell Edmiston has been active in the financial industry since March 1982. George is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and currently works for Carolinas Wealth Consulting LLC. George is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). George has held past positions at First Union Securities, Inc. and First Union Capital Markets Corp.
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.
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
NC
05/13/2019 - Present
Carolinas Wealth Consulting LLC (CHARLOTTE NC)
MO
10/01/1999 - 05/18/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/10/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
02/15/1988 - 09/24/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/02/1982 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/09/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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