Unclaimed
Zachary Hager is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fairfield, Iowa. Zachary has been in the industry since 2013. Zachary is a Registered Representative and Investment Advisor Representative. Zachary is licensed to provide financial advice in 52 states.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
MA
06/29/2016 - 11/03/2017
CETERA ADVISORS LLC (WAKEFIELD MA)
MA
06/09/2015 - 12/19/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
06/27/2014 - 05/22/2015
BOLTON SECURITIES CORPORATION (BOLTON MA)
MA
08/27/2013 - 05/22/2015
BOLTON GLOBAL CAPITAL (BOLTON MA)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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