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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zacharie? Claim Your ProfileZacharie Bethel is a financial advisor registered with Raymond James & Associates, Inc.. Zacharie has been in the industry since January 24, 2010 and is registered in 29 states for both securities and investment advisory services. Zacharie has a Series 7 and Series 66 license. Previously, Zacharie was affiliated with CETERA INVESTMENT SERVICES LLC, MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC.. Zacharie offers financial planning, investment management, and retirement planning services to individual clients. Zacharie's specializations are in asset allocation, investment strategies, retirement planning, college savings, and estate planning. Zacharie is committed to providing his clients with personalized financial advice to help them 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.
Please see note in schedule d - miscellaneous
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
ID
10/04/2024 - Present
Raymond James & Associates, Inc. (Boise ID)
ID
05/17/2017 - 11/15/2021
CETERA INVESTMENT SERVICES LLC (BOISE ID)
ID
06/01/2009 - 03/28/2016
MORGAN STANLEY (BOISE ID)
ID
12/12/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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