Unclaimed
Zachary David Callahan is a financial advisor with over 10 years of experience in the industry. Zachary is currently registered with Assetmark Brokerage, LLC, and is based in Concord, CA. Zachary has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Zachary previously worked for CAPITAL BROKERAGE CORPORATION.
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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2
CA
08/15/2014 - Present
Assetmark Brokerage, LLC (CONCORD CA)
VA
10/30/2009 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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