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 Rice is a financial advisor with over 15 years of experience in the financial services industry. Currently registered with Ameriprise Financial Services, LLC in Troy, Ohio, Zachary has a broad range of experience. His previous roles included a position with Ameriprise Financial Services, Inc., where he worked in Cincinnati, Ohio. Zachary holds Series 66, Series 7 and SIE licenses. He is also registered to provide investment advisory services in Colorado, Florida, Georgia, Indiana, Kentucky, Ohio, Pennsylvania, Virginia, and West Virginia. Zachary offers a variety of financial services including financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/06/2010 - Present
Ameriprise Financial Services, LLC (TROY OH)
OH
07/14/2006 - 10/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 08/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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