Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Groet is a financial advisor at LPL Financial LLC. Zachary has been working in the financial industry since March 11, 2008. He is registered in 13 states and is an active investment advisor in New York. Zachary has held previous positions with Invest Financial Corporation, HSBC Securities (USA) Inc., and New England Securities.
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.
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NY
08/03/2021 - Present
LPL Financial LLC (AVON NY)
NY
09/13/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (DANSVILLE NY)
NY
05/18/2012 - 09/07/2016
LPL FINANCIAL LLC (ATTICA NY)
NY
04/07/2010 - 05/15/2012
HSBC SECURITIES (USA) INC. (BATAVIA NY)
NY
08/28/2007 - 09/28/2009
NEW ENGLAND SECURITIES (PITTSFORD NY)
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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