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Zachary Charles Taylor

THE Leaders Group, Inc.

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About Zachary Charles Taylor

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.

Firm Information

Zachary Taylor is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zachary Taylor’s Registration & Firm History

CO

03/26/2024 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NH

05/14/2019 - 12/31/2020

PROEQUITIES, INC. (DOVER NH)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Charles Taylor.
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