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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Sabo is a financial advisor registered in 13 states. Edward Sabo is a Managing Director at Capital Investment Advisory Services, LLC. Sabo has been in the financial services industry since 1999 and has experience in various roles, including providing insurance sales, broker/dealer services, and investment advisory services. Sabo holds both Series 65 and Series 63 licenses, as well as a number of other securities licenses. Sabo specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
SC
12/13/2016 - Present
Capital Investment Advisory Services, LLC (MURRELLS INLET SC)
SC
03/30/2012 - 12/08/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MURRELLS INLET SC)
SC
08/04/2004 - 04/03/2012
WELLS FARGO ADVISORS, LLC (MURRELLS INLET SC)
SC
01/16/2004 - 08/18/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
04/14/2000 - 01/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
06/21/1999 - 04/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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