Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Zuberbier is a financial professional with over 18 years of experience in the industry. April is currently registered with LPL Financial LLC. April has a strong background in investment advisory and financial planning, holding licenses and registrations in South Carolina and Wisconsin. April has extensive experience in various financial products and services, having obtained licenses for Series 6, 7, 24, 26, 63, 99, and SIE exams. April has previously worked with CUSO Financial Services, L.P. and Thrivent Investment Management Inc.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
01/10/2024 - Present
LPL Financial LLC (FORT MILL SC)
WI
03/02/2022 - 12/08/2023
CUSO FINANCIAL SERVICES, L.P. (Appleton WI)
WI
08/20/2019 - 04/29/2021
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
05/27/2014 - 01/10/2018
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
09/02/2004 - 11/08/2013
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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