Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Burd is a registered Investment Advisor Representative associated with Summit Financial, LLC. Zachary is a licensed Investment Advisor Representative in the state of New Jersey. Zachary has been in the securities industry since April 2012. Zachary holds a Series 65 license. Zachary also offers insurance as a broker or agent through numerous insurance companies.
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.
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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NJ
01/30/2024 - Present
Summit Financial, LLC (TURNERSVILLE NJ)
IA
Issued 05/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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