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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Smith is a financial advisor with Sageview Advisory Group, LLC, located in Newport Beach, CA. Zachary has been in the financial industry since 2013 and has a strong track record of success in providing financial advice to clients. Zachary holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Zachary is passionate about helping clients achieve their financial goals and believes that everyone deserves access to quality financial advice. Before joining Sageview Advisory Group, LLC, Zachary worked with J.P. Morgan Securities LLC and Cetera Advisor Networks LLC.
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.
A percentage of the total value of assets under management is charged.
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CA
10/30/2018 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
12/18/2015 - 10/12/2018
J.P. MORGAN SECURITIES LLC (HUNTINGTON BCH CA)
CA
11/28/2012 - 09/30/2015
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
IA
Issued 07/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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