Unclaimed
Vlad Bahrencu is an investment advisor representative at Edward Jones with over 10 years of experience in the financial services industry. Vlad has been registered with the state of Texas as an investment advisor representative since 2021 and is also licensed to offer securities products in several other states. Vlad is a member of the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 66, and SIE exams. Vlad specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
TX
06/24/2021 - Present
Edward Jones (AUSTIN TX)
BOTH
Issued 06/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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