Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Zalar is a financial advisor registered with Lincoln Investment and Capital Analysts, both based in North Royalton, Ohio. Edward has been in the financial services industry since February 2011 and specializes in financial planning, investment management, and security selection. Edward is licensed to provide securities and investment advisory services in multiple states. Edward has a strong track record of success in serving clients in the North Royalton area and is committed to helping individuals and families 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/18/2015 - Present
Lincoln Investment (NORTH ROYALTON OH)
OH
02/10/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (NORTH ROYALTON OH)
BC
Issued 12/11/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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