Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Horner is a financial advisor with over 12 years of experience in the financial services industry. He is a registered representative of Schwab Wealth Advisory, Inc. and holds Series 7, Series 63, and Series 65 licenses. Zachary has experience working with a variety of clients, including individuals and businesses. He provides financial planning and portfolio management services.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
08/07/2024 - Present
Schwab Wealth Advisory, Inc. (Lone tree CO)
OR
02/04/2015 - 04/04/2024
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NE
04/24/2013 - 12/16/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
02/26/2010 - 04/21/2011
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/8/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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