Unclaimed
Zachary Eckert is a financial advisor who has been in the industry since 2016. Zachary currently works at Cetera Investment Advisers LLC. Previously, Zachary worked at Securian Financial Services, INC. Zachary is licensed to sell securities in 30 states, and is also a Registered Investment Advisor in Kansas and Texas. Zachary holds both the Series 7 and Series 66 securities licenses, as well as the SIE exam. Zachary is a Certified Financial Planner.
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.
1
2
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/20/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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