Unclaimed
Edward Zabielski is a financial advisor at Equity Services, Inc. He is licensed to sell securities in 19 states. Edward's specializations include mutual funds, variable annuities, life insurance, fixed annuities and retirement planning. Edward is experienced in providing services for high-net-worth individuals and families as well as retirement plans and businesses. He has been in the financial industry since 1987. Prior to joining Equity Services, Inc. Edward worked for SagePoint Financial, Inc., NYLIFE Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Woodbury Financial Services, Inc., Andover Securities, Inc., Financial Network Investment Corporation, G. R. Phelps & Co., Inc., and Manequity, Inc. He has passed the Series 6 and Series 63 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
08/09/2017 - Present
Equity Services, Inc. (MIDDLETOWN DE)
DE
06/27/2014 - 08/09/2017
SAGEPOINT FINANCIAL, INC. (MIDDLETOWN DE)
DE
11/03/2011 - 07/14/2014
NYLIFE SECURITIES LLC (WILMINGTON DE)
DE
06/30/2003 - 10/12/2011
METLIFE SECURITIES INC. (NEWARK DE)
DE
06/30/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
MN
09/28/1993 - 05/30/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MO
02/08/1990 - 10/09/1993
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
CA
10/27/1989 - 12/19/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
12/09/1987 - 11/11/1989
G. R. PHELPS & CO., INC.
MA
05/27/1987 - 12/11/1987
MANEQUITY, INC. (BOSTON MA)
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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