Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zach? Claim Your ProfileZach Nugent is a financial advisor with Cetera Investment Advisers LLC, where he is a registered representative and investment advisor representative. Zach has been in the financial services industry since June 2020. Zach's professional experience includes prior roles at NYLIFE SECURITIES LLC, United States Census Bureau, DESINGER SHOE WAREHOUSE, NORTHERN ILLINOIS UNIVERSITY and LAZARUS HOUSE. Zach holds the Series 7, Series 63, Series 65, and SIE licenses. In addition to his advisory work, Zach is also licensed to sell property and casualty insurance. Zach is based in Oakbrook, IL. Cetera Investment Advisers LLC is a national investment advisor firm headquartered in Schaumburg, IL. The firm offers financial planning, investment management, and other advisory services to individual and institutional clients. Cetera Investment Advisers LLC has over $100 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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IL
05/01/2021 - Present
Cetera Investment Advisers LLC (OAKBROOK IL)
IL
06/17/2020 - 02/17/2021
NYLIFE SECURITIES LLC (SCHAUMBURG IL)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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