Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Daniel James is a financial advisor registered with Pimco Investments LLC. Zachary has a Series 7, Series 63, and Series 65 licenses, and has been in the industry since 2018. Previously, Zachary worked at NatAlliance Securities, LLC in Austin, Texas.
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.
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.
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CA
01/08/2020 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
TX
08/03/2018 - 10/29/2019
NATALLIANCE SECURITIES, LLC (AUSTIN TX)
IA
Issued 08/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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