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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 Craig is a financial advisor with Cetera Investment Advisers LLC. Zachary has been in the financial services industry since 2006. Zachary has Series 7, Series 63, and Series 66 securities licenses. Zachary has experience working for LPL Financial LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc. and First National Bank. Zachary provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for 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.
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.
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.
1
2
PA
05/14/2024 - Present
Cetera Investment Advisers LLC (JOHNSTOWN PA)
PA
11/23/2009 - 12/31/2013
LPL FINANCIAL LLC (JOHNSTOWN PA)
VA
01/01/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (ALEXANDRIA VA)
MA
05/15/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BOTH
Issued 5/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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