Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Grant is an investment advisor representative at TFO Family Office Partners with experience in the financial services industry since August 2016. He holds the Series 7, Series 63, and SIE licenses. Zachary specializes in providing financial planning, portfolio management, and family office services to clients. Zachary's clients include high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals. Zachary has been associated with TFO Family Office Partners since February 2022, and prior to that, he worked at Vanguard Marketing Corporation.
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.
Family office services & financial consulting 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.
A percentage of the total value of assets under management is charged.
Percentage of net worth
1
2
AZ
03/07/2022 - Present
TFO Family Office Partners (PHOENIX AZ)
AZ
08/29/2016 - 03/08/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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