Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Edward Sutton is a financial advisor at Cornerstone Wealth. Zachary is a CERTIFIED FINANCIAL PLANNER™ professional and has over 6 years of experience in the financial services industry. Zachary holds Series 66, SIE and Series 7 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Zachary is also registered in 25 states as a broker-dealer and an investment advisor. Zachary works with individuals and businesses to create personalized financial plans. Zachary specializes in fixed insurance, fixed life insurance, disability, and long-term care insurance as well as fixed and fixed indexed annuities. Zachary is committed to helping clients achieve 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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
FL
01/17/2024 - Present
Cornerstone Wealth (Tampa FL)
FL
09/11/2020 - 12/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
FL
06/12/2017 - 09/15/2020
SECURITIES SERVICE NETWORK, LLC (TAMPA FL)
BOTH
Issued 12/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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