Unclaimed
Brian Andrew Zachar is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Aegis Capital Corp. as a registered representative and is located in BOCA RATON, FL. Prior to joining Aegis Capital Corp., Brian was employed at FARMERS FINANCIAL SOLUTIONS, LLC in WESTMINSTER, CO, BGC FINANCIAL, L.P. in PALM BEACH GARDENS, FL, TULLETT PREBON FINANCIAL SERVICES LLC in PALM BEACH GARDENS, FL, PREBON FINANCIAL PRODUCTS INC. in PALM BEACH GARDENS, FL, and CHAPDELAINE CORPORATE SECURITIES & CO in PALM BEACH GARDENS, FL. Brian holds Series 63, SIE, Series 7, and Series 11 licenses and is registered in the states of Florida and New York. Brian specializes in the following investment areas: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/20/2017 - Present
Aegis Capital Corp. (BOCA RATON FL)
CO
06/20/2016 - 11/16/2016
FARMERS FINANCIAL SOLUTIONS, LLC (WESTMINSTER CO)
FL
07/08/2010 - 07/10/2014
BGC FINANCIAL, L.P. (PALM BEACH GARDENS FL)
FL
06/29/2009 - 05/25/2010
TULLETT PREBON FINANCIAL SERVICES LLC (PALM BEACH GARDENS FL)
FL
04/27/2007 - 01/06/2010
PREBON FINANCIAL PRODUCTS INC. (PALM BEACH GARDENS FL)
FL
08/24/1999 - 05/17/2007
CHAPDELAINE CORPORATE SECURITIES & CO (PALM BEACH GARDENS FL)
BC
Issued 07/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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