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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nathan Zak is a registered investment advisor with Zak Investment Management Company, LLC. William Zak is based in Norfolk, VA and has been with the firm since May 2007. Zak Investment Management Company, LLC is a Registered Investment Advisor firm based in Norfolk, VA. The firm provides portfolio management for individuals and has a team of two investment advisor representatives. Their client base includes both high net worth individuals and individuals other than high net worth individuals. William Zak has a Series 65 license and is a Chartered Financial Analyst.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/01/2007 - Present
ZAK Investment Management Company, LLC (NORFOLK VA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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