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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 Per is a financial advisor at Macquarie Investment Management Business Trust with experience in the industry since 2009. Previously, Zachary Aaron Per was registered with JANNEY MONTGOMERY SCOTT LLC, a firm with a similar scope of business. Zachary Aaron Per is a Series 66, Series 31, and Series 7 licensed advisor. Zachary Aaron Per currently holds registrations with the state of Pennsylvania for both securities and investment advisory services. Zachary Aaron Per works primarily with investment companies, insurance companies, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations and other businesses, state and municipal government entities, and high net worth individuals.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
01/21/2009 - 04/23/2013
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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