Unclaimed
Shaquan Edwards is a registered representative with Truist Advisory Services, Inc. in Greensboro, North Carolina. Shaquan is also a registered representative with Truist Investment Services, Inc. in Charlotte, North Carolina. Shaquan has been in the financial industry for over 10 years. Shaquan has experience providing portfolio management for individuals and businesses, as well as financial planning services. Shaquan has passed the Series 7TO and SIE exams.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
10/08/2024 - Present
Truist Advisory Services, Inc. (GREENSBORO NC)
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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