Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Campbell Sims is a financial advisor who joined Ameritas Advisory Services, LLC in March 2023. Zachary has been working in the industry since December 2022, with prior experience at Nowlin and Associates Wealth Management. Zachary holds the Series 63, Series 65, Series 7TO, and SIE licenses and is registered in Alabama, New Mexico, and Virginia. Ameritas Advisory Services, LLC provides a range of services including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitor fees
1
2
AL
03/23/2023 - Present
Ameritas Advisory Services, LLC (HOMEWOOD AL)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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