Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zach? Claim Your ProfileZach Saalfeld is a financial advisor who works with clients to provide financial planning services. Zach has been in the financial industry since October 2018. Zach is currently registered with Voya Financial Advisors, Inc. and has passed both the Series 6 and Series 63 exams and the Uniform Investment Adviser Law Examination. Zach's background includes experience in various industries, such as retail, construction and education. Zach is committed to helping his clients achieve their financial goals and is passionate about educating them about their options. Zach is a registered representative of Voya Financial Advisors, Inc. and is an investment advisor representative for Voya Financial Advisors, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
09/18/2023 - Present
Voya Financial Advisors, Inc. (OMAHA NE)
MO
10/12/2018 - 08/01/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 11/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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