Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Alan Fiandt is a financial advisor registered with LPL Financial LLC and is based in FORT MILL, SC. Zachary has been in the financial services industry for over 10 years and holds the Series 7, 63 and 66 securities licenses, as well as the SIE. Zachary's experience includes working with J.P. MORGAN SECURITIES LLC, Cetera Investment Services LLC, Lincoln Financial Advisors Corporation and Charles Schwab & CO., INC. Zachary is also a Certified Financial Planner.
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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2
SC
12/04/2023 - Present
LPL Financial LLC (FORT MILL SC)
IN
01/04/2016 - 09/30/2021
CETERA INVESTMENT SERVICES LLC (FT WAYNE IN)
IN
01/17/2014 - 01/12/2016
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
12/09/2013 - 01/16/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/2011 - 11/11/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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