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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Aaron Klos is a financial advisor currently registered with Empower Advisory Group, LLC. Zachary is also registered with the state of Colorado as an Investment Advisor Representative. Zachary has been in the financial industry since July 2017. Prior to joining Empower Advisory Group, LLC Zachary was a registered representative with Charles Schwab & Co., Inc. Zachary holds the Series 63, Series 66, Series 7, and SIE licenses. Zachary specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
11/29/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
06/14/2017 - 10/11/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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