Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Meissner is a financial advisor at Osaic Wealth, Inc., based in Bellevue, WA. Zachary has been in the industry since 2008 and has a wide range of experience. Zachary holds Series 66, Series 7 and Series 24 licenses. Zachary is also a Certified Financial Planner and a Chartered Financial Consultant. Zachary specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Zachary has been registered with Osaic Wealth, Inc. since 2020. In addition to working with Osaic Wealth, Inc., Zachary is also involved in other business activities, including serving as a board member for Mariner's Cove Beach Club and as VP Insurance & Advanced Planning for Advisory Resource Group, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
WA
11/02/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
07/29/2008 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
BOTH
Issued 08/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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