Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Zywien is a financial advisor with over 30 years of experience in the financial services industry. Edward has worked with Concord Wealth Partners since 2021. Prior to that, Edward worked with TRIAD ADVISORS, INC., Raymond James Financial Services, Inc., MML Investors Services, Inc., and New England Securities. Edward is a registered investment advisor in Massachusetts and Texas. Edward holds the Series 6, 7, 22, 63 and 65 licenses. Edward specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
A percentage of the total value of assets under management is charged.
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MA
10/19/2021 - Present
Concord Wealth Partners (Worcester MA)
MA
06/16/2003 - 10/03/2016
TRIAD ADVISORS, INC. (Westborough MA)
FL
09/10/1997 - 06/20/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
03/19/1992 - 09/11/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/18/1983 - 03/07/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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