Unclaimed
Edward Sparkowski is a financial professional with over 30 years of experience in the industry. He currently works at Capital Synergy Partners, a firm that provides financial planning, portfolio management, and other advisory services. Edward holds Series 6, 7, 22, 24, 63, and 65 licenses, and is registered in Connecticut, Florida, New Jersey, and California. Previously, Edward worked at CPS Financial & Insurance Services, Inc., and The Leaders Group, Inc. Edward has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Csp receives third party referral, selection & monitoring fees
1
2
CT
09/13/2023 - Present
Capital Synergy Partners (GLASTONBURY CT)
CO
06/05/2012 - 12/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
03/30/2005 - 12/10/2010
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
12/20/2001 - 04/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/08/1992 - 11/16/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
03/26/1987 - 09/28/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CA
01/01/1992 - 09/02/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
03/04/1989 - 01/01/1992
CHRIS SECURITIES INC.
NA
02/09/1987 - 02/25/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/19/1986 - 02/27/1987
CIGNA SECURITIES, INC.
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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