Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Heard is a financial advisor with UBS Financial Services Inc., based in The Woodlands, Texas. Zachary has been in the financial industry since December 2017. Prior to joining UBS, Zachary worked as a financial advisor at Fidelity Brokerage Services LLC and Invesco Distributors, Inc. Zachary holds the Series 7, Series 66, and SIE licenses. Zachary is registered to provide investment advice in 41 states and the District of Columbia. Zachary specializes in providing financial planning services to individuals, businesses, and institutions. Zachary is also a partner at Black Creek Investment LLC, a real estate investment company. Zachary is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
04/08/2024 - Present
UBS Financial Services Inc. (THE WOODLANDS TX)
TX
04/29/2021 - 04/16/2024
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
TX
02/27/2019 - 03/15/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/07/2018 - 06/15/2018
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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