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 Long is a Registered Representative with Raymond James Financial Services Advisors, Inc. in Emmaus, Pennsylvania. Zachary has been in the industry since 2023. Zachary holds Series 63, Series 65 and Series 7TO licenses and the SIE exam certification. Zachary has been employed at Evans Wealth Strategies since 2022, Service Electric Network since 2015 and PNC Bank since 2022. In addition to their work with Raymond James, Zachary is also a cameraman for Service Electric Network in Bethlehem, Pennsylvania. Zachary's current employment with Raymond James Financial Services Advisors, Inc began in May 2024.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
05/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (Emmaus PA)
IA
Issued 05/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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