Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Dahmen is an investment advisor representative registered with Park Avenue Securities LLC. Zachary has been in the industry since June 2021 and is licensed in several states including Ohio, Florida, Virginia, Colorado, Michigan, and Arizona. Zachary works with high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Zachary offers investment advice and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
OH
10/19/2023 - Present
Park Avenue Securities LLC (BEACHWOOD OH)
BOTH
Issued 08/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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