Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zel? Claim Your ProfileZel Edward Bush is a financial professional with over 30 years of experience in the financial services industry. Zel is currently registered with Cambridge Investment Research Advisors, Inc. and is based in Boardman, Ohio. Zel has held previous roles at LPL FINANCIAL LLC and NEW ENGLAND SECURITIES. Zel is a Series 6, 7, 24 and 63 licensed professional and holds a SIE designation. Zel specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses. Zel also serves as a representative for Cambridge Investment Research, Inc. as an independent insurance agent. Zel is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
05/16/2018 - Present
Cambridge Investment Research Advisors, Inc. (Boardman OH)
OH
12/01/2008 - 05/24/2018
LPL FINANCIAL LLC (POLAND OH)
OH
10/02/2000 - 12/08/2008
NEW ENGLAND SECURITIES (YOUNGSTOWN OH)
NY
06/09/1992 - 10/27/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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