Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachariah? Claim Your ProfileZachariah Leslie Robinson is a financial professional with over eight years of experience in the industry. Zachariah currently works with Eagle Strategies LLC as an Investment Advisor Representative. Zachariah has a strong track record of success in providing financial advice and guidance to a wide range of clients, including individuals, families, and businesses. Zachariah is registered to provide investment advisory services in Washington and Texas, and is also registered to provide securities brokerage services in Arizona, California, Florida, Michigan, Nevada, North Carolina, Oregon, South Carolina, Texas, Utah, and Washington. Zachariah holds the Series 6, Series 63, Series 65, Series 7TO and SIE licenses. Zachariah has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Zachariah is also a Chartered Financial Consultant (ChFC). Zachariah is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
MOUNTLAKE TERRACE, WA
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.
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.
1
2
WA
08/02/2022 - Present
Eagle Strategies LLC (MOUNTLAKE TERRACE WA)
IA
Issued 7/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/5/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachariah Robinson is the right advisor for you? Invested Better is here to help.
