Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Zacharia is an investment advisor representative with J.p. Morgan Securities LLC, registered in multiple states, including New York, New Jersey and Texas. Isaac has been in the industry since 1995 and holds multiple licenses and certifications, including the Series 7, Series 63, Series 26, and the SIE exam. Previously, Isaac Zacharia held roles at firms such as HSBC Securities (USA) INC., COMMERCE CAPITAL MARKETS, INC., and DREYFUS SERVICE CORPORATION. Isaac Zacharia provides financial planning and portfolio management services for individuals and businesses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/30/2017 - Present
J.p. Morgan Securities LLC (Mineola NY)
NY
06/27/2008 - 10/24/2013
HSBC SECURITIES (USA) INC. (LYNBROOK NY)
NY
02/07/2006 - 06/17/2008
COMMERCE CAPITAL MARKETS, INC. (GARDEN CITY NY)
NY
09/08/2005 - 01/31/2006
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
10/20/2004 - 09/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/01/1998 - 11/15/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
12/18/1997 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
RI
03/28/1995 - 12/22/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 06/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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