Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Zdolshek is an investment advisor representative with Ameriprise Financial Services, LLC and has over 6 years of experience in the financial services industry. Edward is registered to offer investment advice in Colorado, Florida, Kentucky, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Edward is also registered to offer investment advice as a Registered Investment Advisor in Ohio and Texas. Edward holds Series 6, 7TO, 63 and 65 licenses and has earned the Securities Industry Essentials (SIE) designation. Edward has previously worked for Foresters Financial Services, Inc., Cetera Investment Services LLC, and Cetera Advisor Networks LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OH
04/26/2024 - Present
Ameriprise Financial Services, LLC (Cleveland OH)
OH
01/13/2020 - 06/05/2023
CETERA ADVISOR NETWORKS LLC (WESTLAKE OH)
OH
06/20/2019 - 01/16/2020
CETERA INVESTMENT SERVICES LLC (INDEPENDENCE OH)
OH
10/10/2017 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (INDEPENDENCE OH)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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