Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Douglas Zanghi is a Registered Representative and Investment Advisor Representative with Beacon Global Advisor Network, LLC. Zachary is a highly experienced financial professional with expertise in providing financial planning and portfolio management services to both individuals and families. Zachary's previous experience includes roles at Primary Capital, LLC and Citigroup Global Markets Inc. Zachary is registered in Colorado, Florida, New Jersey, New York, South Carolina and Texas. Zachary is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Percentage of qualified plan assets, solicitor fees
1
2
GA
04/19/2024 - Present
Beacon Global Advisor Network, LLC (ATLANTA GA)
NY
01/17/2018 - 05/26/2020
PRIMARY CAPITAL, LLC (NEW YORK NY)
NY
11/18/2008 - 08/09/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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