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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 Anton Berg is a financial advisor with Raymond James & Associates, Inc. Zachary has been in the industry since 2006, providing investment guidance to a diverse range of clients, including individuals, businesses, and institutions. Zachary's experience includes working with Morgan Keegan & Company, Inc. prior to joining Raymond James. Zachary's expertise spans a wide range of financial services, including portfolio management, financial planning, and pension consulting. Zachary holds the Series 7, Series 24, Series 55, Series 57TO, and Series 63 licenses, demonstrating a commitment to professional development and maintaining the highest industry standards.
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.
Please see note in schedule d - miscellaneous
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
FL
12/18/2006 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/06/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
BC
Issued 04/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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