Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bennett Leander is a financial advisor with over 5 years of experience in the industry. Zachary is currently registered with Raymond James Financial Services Advisors, Inc. in Utah and Florida. Prior to joining Raymond James, Zachary worked at Tastytrade, Inc. in Chicago, Illinois and Equitable Distributors, LLC in Jersey City, New Jersey. Zachary holds a Series 4, Series 3, Series 7TO, Series 6, Series 63, and Series 65 license and is currently registered with the state of Utah.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
04/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
IL
10/20/2020 - 04/02/2024
TASTYTRADE, INC. (CHICAGO IL)
NJ
08/31/2018 - 10/07/2020
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
IA
Issued 04/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2021
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2021
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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