Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Jeffrey Edds is an investment advisor representative who has been in the industry since 1988. George is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked for Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Raymond James Financial Services, Inc., J.C. Bradford & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George holds Series 7 and 63 licenses, as well as the SIE and Series 65. George specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individual, business, and pooled investment vehicle clients.
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.
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.
1
2
KY
01/06/2015 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
KY
05/30/2008 - 01/07/2015
RAYMOND JAMES & ASSOCIATES, INC. (LOUISVILLE KY)
KY
10/26/2001 - 06/04/2008
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
FL
02/24/2000 - 10/26/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
08/09/1991 - 03/04/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/20/1988 - 08/14/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Edds is the right advisor for you? Invested Better is here to help.
