Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachariah? Claim Your ProfileZachariah Marple Heritage is a financial professional with over 10 years of experience in the industry. Zachariah is currently registered with LPL Financial LLC in NESCOpECK, PA and has held previous roles at CETERA ADVISOR NETWORKS LLC and METLIFE SECURITIES INC. Zachariah has a strong background in financial planning, portfolio management, and securities trading. Zachariah holds several industry licenses including Series 7TO, Series 6, and Series 63. Zachariah is dedicated to providing personalized financial advice and helping clients reach 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.
Consulting and other non-discretionary advisory services
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
PA
11/11/2020 - Present
LPL Financial LLC (NESCOPECK PA)
PA
11/04/2019 - 11/11/2020
CETERA ADVISOR NETWORKS LLC (NESCOPECK PA)
FL
10/01/2009 - 11/13/2009
METLIFE SECURITIES INC. (OCALA FL)
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachariah Heritage is the right advisor for you? Invested Better is here to help.
