Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Zakarewicz has been in the financial services industry since 1998. Edward is currently registered with Lincoln Investment and Capital Analysts. Edward has previously worked at several other firms, including MetLife Securities Inc., Ohio National Equities, Inc., Lincoln Financial Distributors, Inc., Planco Financial Services, LLC, CitiStreet Equities LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Edward is licensed in 14 states.
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
PA
05/27/2011 - Present
Lincoln Investment (Horsham PA)
MA
08/24/2009 - 09/28/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
OH
04/24/2008 - 08/10/2009
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
PA
09/25/2006 - 04/02/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/14/2004 - 08/30/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NJ
08/09/2000 - 09/15/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
09/11/1998 - 09/13/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/11/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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