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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Davidson is a registered Investment Advisor Representative with First Trust Advisors LP in Wheaton, IL. Zachary has been in the financial services industry since December 2023. Zachary holds the Series 65, 63, 7TO, and SIE licenses. Zachary's previous employment includes roles at First Trust Portfolios LP and the Chicago Police Department.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
03/05/2024 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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