Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Levine is an investment advisor representative at Kestra Advisory Services, LLC, a firm based in Austin, Texas, with a branch office in Brentwood, Tennessee. Zachary has been in the financial industry since December 2020. He is registered with the state of Tennessee as an investment advisor representative and holds a Series 63, Series 65, and Series 7TO securities licenses. Zachary is specialized in various areas, including asset allocation, portfolio management, retirement planning, and financial planning for individuals and families. Zachary is a passionate advocate for his clients' financial goals and strives to provide comprehensive and personalized financial advice.
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.
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
TX
05/11/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IA
Issued 05/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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