Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Popovec is a financial advisor at LPL Financial LLC. Zachary has been in the industry since January 5, 2019. Prior to joining LPL Financial LLC, Zachary worked at WELLS FARGO SECURITIES, LLC. Zachary is registered in 53 states and the District of Columbia. Zachary holds Series 7TO, Series 63, Series 66, Series 79 and SIE licenses.
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.
1
2
SC
04/05/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/30/2018 - 07/06/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BOTH
Issued 02/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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