Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Cabra is a financial advisor registered with Fisher Investments. Zachary has been active in the industry since September 2022 and holds the Series 66, Series 7TO, and SIE exams. Zachary is registered in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma and Texas. Zachary is also registered as an investment advisor representative in Texas. Zachary has a background in real estate and worked at Rogers Healy and Associates Realty. Zachary currently works at Fisher Investments in their Plano, Texas office. Zachary's firm, Fisher Investments, is a large investment firm that manages over $298 billion in assets. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They offer a range of investment advisory services, including financial planning, portfolio assessment, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
12/24/2024 - Present
Fisher Investments (PLANO TX)
BOTH
Issued 10/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Zachary Cabra is the right advisor for you? Invested Better is here to help.
