Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Elinich is a financial professional with over 10 years of experience in the industry. Zachary Elinich has been registered with Principal Securities, Inc. since September 2020. Previously, Zachary Elinich worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Zachary Elinich has a strong background in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Zachary Elinich holds the Series 7, Series 31, Series 63, and Series 66 securities licenses. Zachary Elinich is dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment management services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
10/12/2020 - Present
Principal Securities, Inc. (OREFIELD PA)
PA
08/26/2015 - 01/19/2018
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
HI
08/15/2011 - 07/11/2012
WELLS FARGO ADVISORS, LLC (HONOLULU HI)
HI
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
07/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
PA
06/25/2007 - 06/03/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/26/2007 - 05/03/2007
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
PA
09/16/2003 - 01/08/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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