Unclaimed
Edward Zbylut has been active in the financial industry since 2003. Edward is a registered representative of LPL Financial LLC. Edward is a licensed securities professional in 51 states and 2 jurisdictions. Edward has experience with TD Ameritrade, Inc., UBS Financial Services Inc., RBC Capital Markets, LLC, and Raymond James & Associates, 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.
1
2
NE
09/22/2021 - Present
LPL Financial LLC (OMAHA NE)
NE
09/12/2014 - 08/17/2021
RAYMOND JAMES & ASSOCIATES, INC. (OMAHA NE)
NE
08/01/2014 - 09/25/2014
RBC CAPITAL MARKETS, LLC (OMAHA NE)
NE
04/22/2006 - 08/04/2014
TD AMERITRADE, INC. (OMAHA NE)
NE
04/07/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NJ
12/06/2002 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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