Unclaimed
Zachary Daniel Sayers is a financial advisor with Raymond James & Associates, Inc. Zachary has been working in the financial industry since 2010 and holds licenses Series 7, 63, 79, and SIE. Zachary has experience in investment banking and financial planning, and specializes in investments for individuals, businesses, insurance companies, and pension and profit-sharing plans. Zachary was previously employed by SunTrust Robinson Humphrey, Inc., where he worked as a financial advisor. Zachary is a highly experienced and qualified financial advisor who can help you reach your financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
10/06/2015 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
03/11/2010 - 06/22/2010
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 12/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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