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 Stahl is a financial advisor registered with LPL Financial LLC. Zachary has been in the industry since February 2022 and is currently registered to provide investment advice in Pennsylvania. Zachary is licensed to provide securities and investment advice. Zachary is also registered with the following firms: CUNA Brokerage Services, Inc.. Zachary has a Series 7TO, SIE, and Series 66 licenses. Zachary has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/13/2022 - Present
LPL Financial LLC (NEW BRITAIN PA)
PA
02/11/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (NEW BRITAIN PA)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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