Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Hanoyan has been in the financial services industry since October 1986. Zachary is currently registered with Wealthpenn.comllc in Boca Raton, Florida. Zachary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Advest, Inc., Smith Barney Inc., Paine Webber Incorporated, and American Express Financial Advisors Inc. Zachary holds Series 7, Series 31, Series 63, Series 65, and Series 66 securities licenses. Zachary's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/07/2016 - Present
Wealthpenn.comllc (Boca Raton FL)
MA
10/23/2008 - 02/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
04/02/2007 - 10/28/2008
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
04/19/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
CT
06/11/1998 - 05/15/2002
ADVEST, INC. (HARTFORD CT)
NY
08/10/1992 - 06/09/1998
SMITH BARNEY INC. (NEW YORK NY)
NJ
01/31/1990 - 08/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/11/1987 - 02/10/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/22/1986 - 05/06/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 11/7/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/5/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 4/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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