Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zach has been in the financial industry since October 29, 2022. David currently works for Sammons Financial Network, LLC, where David has been registered since June 2, 2023. Previously, David worked at Country Capital Management Company from September 30, 2013, to May 2, 2014. David is registered as an investment advisor in Iowa.
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.
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.
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2
IA
06/02/2023 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
IA
09/30/2013 - 05/02/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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