Unclaimed
Edward Zbytniewski is a registered representative with J.P. Morgan Securities LLC. Edward has been in the industry since 2002 and has a wide range of experience in the financial services industry. Edward is licensed in 26 states and is a registered investment advisor in New York and New Jersey. Edward has experience providing financial planning, pension consulting, and portfolio management services. Edward's clients are individuals, businesses, insurance companies, charitable organizations, and labor unions. Edward is dedicated to providing clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/08/2016 - Present
J.p. Morgan Securities LLC (HUNTINGTON STATION NY)
NY
11/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON STATION NY)
NY
05/12/2006 - 11/24/2008
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
02/17/2004 - 05/15/2006
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
07/31/2002 - 02/19/2004
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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