Unclaimed
Zach McDonald is a registered representative with Fifth Third Securities, Inc. Zach has been in the industry for 1 year and 3 months. Zach holds a Series 63 license (Uniform Securities Agent State Law Examination), a Series 65 license (Uniform Investment Adviser Law Examination) and a Series 6TO license (Investment Company Products/Variable Contracts Representative Examination) as well as a SIE (Securities Industry Essentials Examination) certification. Zach is registered to sell securities in Ohio. Zach is also registered as an Investment Advisor Representative. Zach's specializations are securities, insurance, and variable contracts. Zach has prior work experience with Fifth Third Bank and Miami University.
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.
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.
Sponsor wrap fee program
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.
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2
OH
07/05/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 7/1/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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