Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary McMillan is a financial professional who has been in the industry since July 2019. Zachary is currently registered with Summit Trail Securities, LLC in San Francisco, California and is active in the state of California. Zachary previously worked at FIRST REPUBLIC SECURITIES COMPANY, LLC. Zachary holds the following licenses: Series 66, Series 7, and the SIE.
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.
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.
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2
CA
03/23/2022 - Present
Summit Trail Securities, LLC (San Francisco CA)
CA
08/28/2018 - 05/17/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
BOTH
Issued 11/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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