Unclaimed
Zachariah Fatih Abiad is a financial advisor at UBS Financial Services Inc., a leading wealth management firm with offices throughout the United States. Zachariah has been in the industry since December 2022, and is currently registered with the state of North Carolina as a Registered Representative. Zachariah has a strong background in providing financial advice and has a proven track record of success. Zachariah has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. Zachariah's primary focus is on helping individuals and families achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
03/08/2023 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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