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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 Alan Knable is a financial advisor who has been working in the industry since October 2011. Zachary is currently registered as a Registered Representative with Kingsview Wealth Management, LLC and is active in the state of Pennsylvania. Zachary is also active in the state of Pennsylvania as an Investment Advisor Representative. Previously, Zachary was employed by Wells Fargo Clearing Services, LLC in Pennsylvania. Zachary specializes in the areas of portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies and selection of other advisors. Zachary is a Series 6, 7, and 66 licensed professional.
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.
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.
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
08/01/2022 - Present
Kingsview Wealth Management, LLC (Chadds Ford PA)
PA
10/31/2011 - 08/04/2022
WELLS FARGO CLEARING SERVICES, LLC (KENNETT SQUARE PA)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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