Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary B. Curtis is a financial advisor with BlackRock Investments LLC, a firm with offices in Princeton, New Jersey. Zachary has been in the industry since December 2017. Zachary is registered with FINRA as a registered representative and with the State of New Jersey as an Investment Advisor Representative. Zachary also holds the Series 7, Series 66 and SIE licenses. Zachary has experience with a variety of clients, including high-net-worth individuals, corporations, and institutions. Zachary specializes in portfolio management and investment advisory services. Zachary is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
12/11/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
07/02/2018 - 11/10/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NJ
08/11/2017 - 05/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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