Unclaimed
John Edwards is a financial advisor with Fifth Third Securities, Inc., with 30 years of experience in the industry. John Edwards has a Series 7, Series 24, Series 63, and Series 65 licenses and is registered with FINRA and the state of Florida. John Edwards also holds the SIE. John Edwards has previously worked with The Ohio Company, American Express Financial Advisors Inc. and other firms. John Edwards provides financial planning and investment advice to individuals, businesses, 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/22/2005 - Present
Fifth Third Securities, Inc. (NAPLES FL)
OH
06/15/1998 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
08/03/1994 - 06/15/1998
THE OHIO COMPANY (CINCINNATI OH)
MN
02/19/1992 - 01/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/19/1992 - 01/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/31/1993 - 08/15/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/28/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 3/18/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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