Unclaimed
Zachary Charles Taylor is a financial advisor with The Leaders Group, Inc. located in Littleton, CO. Zachary is currently registered with FINRA and is approved in 3 states, including Connecticut, New Hampshire, and Utah. Zachary holds the Series 63, Series 66, Series 7TO, and SIE licenses. Prior to joining The Leaders Group, Inc., Zachary worked at ProEquities, Inc. in Dover, NH.
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.
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.
1
2
CO
03/26/2024 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NH
05/14/2019 - 12/31/2020
PROEQUITIES, INC. (DOVER NH)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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