Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Eban Rosen is a Financial Advisor at D.a. Davidson & Co. with over 18 years of experience in the industry. Zachary has a strong track record of success in helping clients achieve their financial goals. Zachary holds the Series 63, 7, and 24 licenses, as well as the SIE designation. Zachary has a deep understanding of the financial markets and a commitment to providing personalized service. Zachary is also licensed to provide financial advice in New York. Previous firms Zachary has worked at include KEYBANC CAPITAL MARKETS INC., PACIFIC CREST SECURITIES LLC, PACIFIC GROWTH EQUITIES, LLC, PRUDENTIAL EQUITY GROUP, LLC, and LEHMAN BROTHERS INC.
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.
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.
1
2
NY
01/03/2023 - Present
D.a. Davidson & Co. (NEW YORK NY)
NY
04/13/2015 - 01/05/2023
KEYBANC CAPITAL MARKETS INC. (New York NY)
CT
04/15/2008 - 04/13/2015
PACIFIC CREST SECURITIES LLC (STAMFORD CT)
CA
04/30/2007 - 03/25/2008
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
CA
08/11/2005 - 04/25/2007
PRUDENTIAL EQUITY GROUP, LLC (SAN FRANCISCO CA)
NA
08/18/1993 - 05/09/1994
LEHMAN BROTHERS INC.
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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