Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Butler is a financial advisor with over 20 years of experience in the industry. Zachary currently works at Kestra Private Wealth Services, LLC and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Zachary holds a Series 63 and Series 65 license, as well as a Series 7 license. Zachary provides financial planning, pension consulting, and portfolio management services to a variety of clients including individuals, businesses, and charitable organizations.
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
IL
07/27/2023 - Present
Kestra Private Wealth Services, LLC (palatine IL)
IL
11/12/2010 - 05/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)
WI
12/04/2001 - 11/16/2010
EDWARD JONES (DELAVAN WI)
IA
Issued 01/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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