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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 Hayes is a financial advisor who has been working in the financial services industry since 2001. Zachary is currently registered with Mariner Wealth and has been with the firm since December 2022. Zachary has previously worked with Raymond James Financial Services, Wachovia Securities, A.G. Edwards & Sons, Inc., and Sutro & Co. Incorporated. Zachary is licensed to provide investment advice in California and Texas. Zachary provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and other advisory 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.
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.
Family office services
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
12/19/2022 - Present
Mariner Wealth (SAN JOSE CA)
CA
05/06/2008 - 10/02/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
01/01/2008 - 05/08/2008
WACHOVIA SECURITIES, LLC (SAN JOSE CA)
CA
05/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JOSE CA)
MO
10/15/2001 - 06/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
01/30/2001 - 10/18/2001
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
IA
Issued 04/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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