Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zach? Claim Your ProfileZach Recker is an investment advisor representative with J.p. Morgan Securities LLC. Zach has been in the industry for over 4 years. Zach is registered to provide investment advice in 31 states. Zach holds the Series 7, Series 63, Series 65, and SIE licenses. Zach is a licensed investment advisor representative in Ohio and Texas. Zach was previously employed at W&S Brokerage Services, Inc. Zach is also registered with the Financial Industry Regulatory Authority (FINRA). Zach works out of the Findlay, Ohio branch of J.p. Morgan Securities LLC. Zach provides financial planning, pension consulting, and selection of other advisors services.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/02/2023 - Present
J.p. Morgan Securities LLC (FINDLAY OH)
OH
05/30/2020 - 02/02/2021
W&S BROKERAGE SERVICES, INC. (FINDLAY OH)
BC
Issued 10/17/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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