Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Conway is a financial advisor with over 8 years of experience in the industry. Zachary has been registered with Summit Financial, LLC and Seeds Investor LLC. Zachary currently holds Series 66, Series 7, and SIE licenses. Zachary's areas of expertise include financial planning, portfolio management, and insurance.
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.
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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NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
09/19/2018 - 11/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Parsippany NJ)
NJ
12/15/2015 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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