Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zach? Claim Your ProfileZach Edward Thomas is a financial advisor with over 45 years of experience in the financial industry. Zach is currently registered with Park Avenue Securities LLC, where he has been a representative since May 3, 1999. Zach has held prior positions with a number of firms including Guardian Investor Services Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc. Zach is licensed in Arizona, New Mexico, Texas, and Washington. Zach specializes in providing financial planning services, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
TX
05/03/1999 - Present
Park Avenue Securities LLC (ADDISON TX)
NY
10/20/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
10/19/1987 - 10/06/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/19/1987 - 10/06/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
02/04/1977 - 10/13/1987
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
02/04/1977 - 08/22/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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