Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Meyer Zahl is a financial advisor registered with Oppenheimer & Co. Inc. Jack has been in the industry since September 1994 and holds multiple securities licenses including Series 3, 7, 31, and 63. Jack also holds the Series 65. Prior to joining Oppenheimer & Co. Inc. Jack was a financial advisor at WELLS FARGO ADVISORS, LLC and MORGAN STANLEY SMITH BARNEY.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/31/2009 - 07/06/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
06/01/2009 - 08/24/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/09/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jack Zahl is the right advisor for you? Invested Better is here to help.
