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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scot Zacharia is a financial advisor with over 27 years of experience in the financial services industry. Jeffrey has a strong background in providing comprehensive financial planning services and investment management. Jeffrey currently works with LPL Financial LLC in Omaha, Nebraska. Prior to that, he was a financial advisor at Cetera Advisors LLC. Jeffrey holds a Series 6, Series 7, and Series 63 license, as well as the SIE exam. Jeffrey is committed to helping clients achieve their financial goals through a personalized approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NE
08/28/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
04/02/2013 - 09/01/2020
CETERA ADVISORS LLC (OMAHA NE)
NE
01/09/2013 - 03/01/2013
AMERITAS INVESTMENT CORP. (OMAHA NE)
NE
04/01/2010 - 12/31/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (OMAHA NE)
NE
04/01/2004 - 02/25/2010
AMERITAS INVESTMENT CORP. (OMAHA NE)
OR
10/10/2003 - 04/01/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NE
04/28/2000 - 10/14/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
01/02/1997 - 05/02/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/03/1996 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
MA
03/01/1996 - 10/03/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/20/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
06/14/1994 - 08/08/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/14/1994 - 08/08/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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