Zachary Edwards

Zachary Edwards Email and Phone Number

Founder and Financial Planner @ Revolarc, LLC
Davenport, Iowa, United States
Zachary Edwards's Location
Quad Cities Metropolitan Area, United States, United States
Zachary Edwards's Contact Details

Zachary Edwards personal email

n/a
About Zachary Edwards

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.*******************************************************************Securities and Investment Advisory Services offered through Waddell & Reed, Inc. (WRI), Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit https://www.waddell.com/disclosures-privacy/terms-and-conditions#Social for additional information on Waddell & Reed’s social media policies.

Zachary Edwards's Current Company Details
Revolarc, LLC

Revolarc, Llc

View
Founder and Financial Planner
Davenport, Iowa, United States
Website:
revolarc.com
Employees:
4
Zachary Edwards Work Experience Details
  • Revolarc, Llc
    Founder And Financial Planner
    Revolarc, Llc
    Davenport, Iowa, United States
    View
  • Revolarc, Llc
    Founder & Financial Planner
    Revolarc, Llc Jul 2021 - Present
    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Feb 2011 - Sep 2021
    Shawnee Mission, Ks, Us
    My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.
    View
  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. May 2006 - Jan 2011
    New York, Ny, Us
    Licensed Personal BankerResponsible for maintaining current client accounts and seeking opportunities to grow deposit and investment balances while also increasing the banks loan portfolio. Built rapport with customers to maintain relationshipsSmall business account and loan specialistCustomer service and people orientated
    View
  • Edward Jones
    Investment Representative
    Edward Jones Jun 2005 - Mar 2006
    St. Louis, Mo, Us
    Responsible for marketing and finding my own clienteleConducted investment reviews and made appropriate investment recommendations based upon the customers individual needs. Outside cold calling and sales experience
    View

Zachary Edwards Skills

Leadership Portfolio Management Banking Marketing Investments Credit Customer Service Loans Financial Analysis Cold Calling

Zachary Edwards Education Details

  • Illinois State University
    Illinois State University
    Finance/Insurance

Frequently Asked Questions about Zachary Edwards

What company does Zachary Edwards work for?

Zachary Edwards works for Revolarc, Llc

What is Zachary Edwards's role at the current company?

Zachary Edwards's current role is Founder and Financial Planner.

What is Zachary Edwards's email address?

Zachary Edwards's email address is ze****@****ell.com

What schools did Zachary Edwards attend?

Zachary Edwards attended Illinois State University.

What skills is Zachary Edwards known for?

Zachary Edwards has skills like Leadership, Portfolio Management, Banking, Marketing, Investments, Credit, Customer Service, Loans, Financial Analysis, Cold Calling.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.