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Zach Ziros

Principal Advised Services

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About Zach Ziros

Zach Ziros is a financial advisor with Principal Advised Services, located in Charlotte, North Carolina. Zach has been in the financial services industry for over 5 years. Zach has a broad range of experience in the financial services industry, working for companies like Wells Fargo Clearing Services, LLC and AXA Advisors, LLC. Zach is registered in 51 states as a broker and is also an investment advisor representative, holding registrations in Iowa and North Carolina. Zach offers investment advice to Principal retirement plan participants who are eligible for a distribution at benefit event. Zach is dedicated to helping clients reach their financial goals.

Firm Information

Zach Ziros is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zach Ziros’s Registration & Firm History

NC

08/12/2024 - Present

Principal Advised Services (CHARLOTTE NC)

NC

10/09/2019 - 03/02/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

10/17/2017 - 02/20/2018

AXA ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 04/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zach Ziros.
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