Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zebulon? Claim Your ProfileZebulon Bryce Sale is a financial advisor with Truist Advisory Services, Inc. Zebulon has been in the financial services industry since 2002. Zebulon is registered with the state of West Virginia and has a Series 7, Series 63 and Series 65 license. Zebulon is a financial advisor who specializes in providing portfolio management for individuals, businesses and pooled investment vehicles. Zebulon also provides financial planning services and publishes periodicals.
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.
Wrap fee product and financial profiling services using desktop software
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
WV
02/25/2022 - Present
Truist Advisory Services, Inc. (MARTINSBURG WV)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
12/07/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MARTINSBURG WV)
VA
01/28/2003 - 12/10/2009
ALLSTATE FINANCIAL SERVICES, LLC (FAIRFAX VA)
VA
07/19/2002 - 10/07/2002
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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