Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Scott is a financial advisor with over 30 years of experience in the industry. Zachary has worked for Raymond James & Associates, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Raymond James Financial Services Advisors, Inc. in 2021. Zachary has a broad range of experience in the financial services industry and offers a variety of services to his clients, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
12/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (Arlington TX)
TX
10/03/2002 - 12/22/2021
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
NY
09/02/1994 - 10/03/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/14/1989 - 09/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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