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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jermaine? Claim Your ProfileJermaine Edwards is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jermaine Edwards has been a registered representative in the securities industry since April 2008. Jermaine Edwards has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Jermaine Edwards holds several professional licenses and designations including the Series 66, Series 7, Series 9 and Series 10. Jermaine Edwards works with clients who are high-net-worth individuals, corporations, pension plans and charitable organizations.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
10/06/2010 - 08/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
PA
06/01/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (WYOMISSING PA)
PA
04/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WYOMISSING PA)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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