Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bernarde is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Zachary has been a registered representative in the securities industry since 2022. Zachary is also a registered investment advisor. Zachary has Series 66, Series 7, and SIE licenses. Zachary has been with Raymond James Financial Services Advisors, Inc. since February 2023 and before that, Zachary was associated with LPL Financial LLC. Zachary is based in Milwaukee, Wisconsin and works with high net worth individuals, corporations, and institutional investors.
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
WI
02/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Milwaukee WI)
WI
11/28/2022 - 12/21/2022
LPL FINANCIAL LLC (GREENDALE WI)
BOTH
Issued 11/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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