Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zacharie? Claim Your ProfileZacharie Levine is a registered representative with Hornor, Townsend & Kent, LLC, based in KING OF PRUSSIA, PA. Zacharie has been in the financial industry since 2015 and holds Series 6, 7, and 63 licenses. Zacharie Levine specializes in providing financial planning and investment advice to individuals, families, and businesses. In addition to individual investors, Zacharie Levine also works with pension and profit sharing plans, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
11/02/2023 - Present
Hornor, Townsend & Kent, LLC (KING OF PRUSSIA PA)
PA
12/07/2020 - 08/03/2023
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
NY
11/28/2017 - 12/17/2018
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
04/16/2013 - 11/29/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 05/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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