Edward ZakarewiczCRD Number: 3067767
Current Firm: Lincoln Investment
Edward Zakarewicz (CRD# 3067767) is an Investment Advisor Representative working at Lincoln Investment in Jenkintown, PA and has over 19 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lincoln Investment Planning||Jenkintown, PA||Sep 2009 - Current||8|
|Metlife Securities Inc.||Wayne, PA||Aug 2009 - Sep 2009||< 1|
|Ohio National Equities, Inc.||Cincinnati, OH||Apr 2008 - Aug 2009||1|
|Ohio National Financial Services||Cincinnati, OH||Apr 2008 - Aug 2009||1|
|Lincoln Financial Distributors, Inc.||Philadelphia, PA||Sep 2006 - Mar 2008||1|
|Planco Financial Services, Inc.||Wayne, PA||Sep 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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