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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 Myers is a financial advisor with Morgan Stanley. Zachary is a Series 7 and Series 63 licensed representative. He has experience in the industry since 2016, providing financial advice and services. Zachary also has experience working with Ameriprise Financial Services, LLC and Northwestern Mutual Investment Services, LLC. Zachary is committed to helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/08/2022 - Present
Morgan Stanley (Allentown PA)
PA
06/04/2018 - 08/01/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Center Valley PA)
PA
11/16/2016 - 05/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
IA
Issued 11/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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