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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 Woodward is a financial advisor with Cerity Partners LLC. Zachary has been working in the financial industry for over 9 years and holds a Series 7, Series 66 and SIE license. Zachary is a Certified Financial Planner™ and provides services in financial planning, portfolio management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles. Zachary also has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Zachary is also a member of the board of directors for Hope Rising Pregnancy Center. Prior to joining Cerity Partners, Zachary worked at Kalos Capital, Inc.
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.
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.
Tax services; bill pay
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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2
OH
04/26/2023 - Present
Cerity Partners LLC (CINCINNATI OH)
OH
08/27/2015 - 10/20/2020
KALOS CAPITAL, INC. (Dayton OH)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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