Unclaimed
Steven Zarkivach is a financial advisor in Weatherford, Texas. Steven has been in the financial services industry since 1997 and has worked for multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Securities Inc., and PNC Investments. Steven is currently registered with PNC Investments and is Series 7, 6, 63, 65 and 66 licensed. Steven specializes in investments, financial planning and retirement planning.
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.
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.
1
2
TX
08/19/2021 - Present
PNC Investments (ABILENE TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (WEATHERFORD TX)
TX
01/25/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
08/27/2010 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
04/26/2007 - 08/27/2010
CHASE INVESTMENT SERVICES CORP. (COPPELL TX)
TX
06/01/2005 - 04/18/2007
AXA ADVISORS, LLC (FORT WORTH TX)
NY
06/05/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
11/18/1999 - 06/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
RI
11/03/1997 - 11/08/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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