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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edwards is a financial advisor with Osaic Wealth, Inc. in Charlotte, North Carolina. Jeffrey has been in the financial services industry for 20 years. Jeffrey is registered with FINRA and the state of North Carolina and holds the Series 66, Series 7, and Series 24 licenses. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey has experience with a variety of clients, including individuals, corporations, and charitable organizations. Prior to joining Osaic Wealth, Inc., Jeffrey worked with Securities America, Inc., Investcorp, Inc., and TIAA-CREF Individual & Institutional Services, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
01/14/2020 - 07/17/2020
INVESTACORP, INC. (Charlotte NC)
NC
10/23/2007 - 04/30/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/06/2002 - 09/27/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CHARLOTTE NC)
IN
10/06/2002 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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