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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ziyah? Claim Your ProfileZiyah Ruth Esbenshade is an investment advisor representative with Trivium Point Advisory, LLC, a registered investment advisor firm based in Westport, CT. Ziyah Esbenshade has been in the financial services industry since 1999, and has a diverse background in the field. Ziyah Esbenshade is a Certified Financial Planner and has expertise in providing financial planning services, pension consulting, selection of other advisors, and portfolio management for individuals. The firm offers a range of services, including financial planning, pension consulting, and portfolio management, to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ziyah Esbenshade has a strong track record of success, and is committed to providing her clients with the highest quality of service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/02/2024 - Present
Trivium Point Advisory, LLC (WESTPORT CT)
NY
06/21/2010 - 12/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (RYE BROOK NY)
NY
05/16/2008 - 05/14/2010
NATIONAL PLANNING CORPORATION (TARRYTOWN NY)
NY
06/14/1999 - 12/18/2006
BERNARD L. MADOFF INVESTMENT SECURITIES LLC (NEW YORK NY)
NY
02/16/1999 - 03/16/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/14/1997 - 06/15/1998
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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