Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary David Gunderson is a registered Investment Advisor Representative associated with Providence Financial AND Insurances, Inc. in Woodland Hills, CA. Zachary holds Series 6, 7, 63 and 65 licenses and has been in the industry since February 2015.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/16/2023 - Present
Providence Financial AND Insurances, Inc. (WOODLAND HILLS CA)
CA
02/17/2015 - 11/14/2022
LPL FINANCIAL LLC (CHATSWORTH CA)
IA
Issued 05/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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