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 Rapp is a financial advisor with over 10 years of experience in the financial services industry. Zachary is registered with Cambridge Investment Research Advisors, Inc. in Ohio. Zachary is a Series 6, Series 7, Series 24, and Series 66 licensed professional. In addition to his work as a financial advisor, Zachary serves as a board member and treasurer for various organizations. Zachary works with individuals, high-net-worth individuals, families, charitable organizations, and retirement plans. Zachary specializes in financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
04/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (Troy OH)
OH
07/31/2014 - 05/02/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENVILLE OH)
OH
01/06/2012 - 05/29/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (DAYTON OH)
OH
01/01/2012 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DAYTON OH)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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