Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Zach is a financial advisor with Lasalle St. Investment Advisors, LLC. Jon has been in the financial industry since 2004 and has a Series 6, Series 63 and SIE licenses. Jon also holds the Certified Financial Planner designation. Jon has been with Lasalle St. Investment Advisors, LLC since 2021. Prior to that, Jon worked at LPL Financial LLC and LaSalle St Securities, L.L.C. Jon's office is located in East Aurora, NY.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/03/2021 - Present
Lasalle ST. Investment Advisors, LLC (East Aurora NY)
NY
12/23/2011 - 12/26/2014
LPL FINANCIAL LLC (WEST SENECA NY)
NY
09/06/2004 - 12/31/2011
LASALLE ST SECURITIES, L.L.C. (WEST SENECA NY)
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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