Unclaimed
Zachary Eugene Pruitt is an investment advisor representative at First Command Advisory Services with a focus on helping individuals and families reach their financial goals. Zachary is a licensed investment advisor representative in Kansas, Texas, and Virginia. Zachary has been in the financial services industry since 2013. He holds Series 7, 26, and 66 securities licenses. Zachary's areas of expertise include financial planning and portfolio management. He is committed to providing clients with personalized advice and guidance to help them make informed financial decisions.
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.
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
KS
03/18/2021 - Present
First Command Advisory Services (Overland Park KS)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Pruitt is the right advisor for you? Invested Better is here to help.