Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bagley is a financial advisor at Vanguard Advisers, Inc. Zachary has a Series 7, Series 63, and SIE license and is registered to provide investment advice in 53 states, including Texas, where Zachary is based. Zachary has experience with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Zachary provides financial planning, portfolio management, and selection of other advisors. Zachary is also an employee of the Vanguard Group, 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.
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.
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TX
02/14/2025 - Present
Vanguard Advisers, Inc. (PLANO TX)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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