Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Blumenthal is a registered representative with R. F. Lafferty & Co., Inc. located in New York, NY. Zachary has been in the financial services industry since August 2021 and previously held roles at Spartan Capital Securities, LLC and Benchmark Investments, LLC. Zachary has passed the Series 63, Series 79TO, and SIE exams. Zachary is currently registered in New Jersey and New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/03/2024 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
NY
03/03/2023 - 06/12/2024
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
08/16/2021 - 02/22/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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