Unclaimed
Zachary Edward Troutman is a registered representative with Icapital Markets LLC. Zachary has been in the financial services industry since January 27, 2019. Zachary has passed the Series 7TO, SIE, and Series 57 exams. Zachary is licensed in New York and New Jersey. Zachary's previous employers include SIMON MARKETS LLC, UBS FINANCIAL SERVICES INC., and SEVEN POINTS CAPITAL, LLC.
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.
1
2
NY
12/12/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
05/01/2023 - 12/01/2023
SIMON MARKETS LLC (NEW YORK NY)
NJ
05/21/2020 - 04/21/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/08/2016 - 01/18/2018
SEVEN POINTS CAPITAL, LLC (NEW YORK NY)
BOTH
Issued 08/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 57 - Securities Trader Exam
Active
Inactive
F
FINRA
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