Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Evan Willner is a financial advisor with Finalis Securities LLC, located in New York, NY. Zachary has been in the financial industry for over 10 years, and has experience working with clients in Massachusetts and New Hampshire. Zachary has a Series 7, Series 79, and Series 63 license.
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.
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2
NY
06/19/2023 - Present
Finalis Securities LLC (New York NY)
MA
05/29/2014 - 05/08/2023
MOELIS & COMPANY LLC (BOSTON MA)
MA
10/03/2013 - 06/03/2014
BB&T SECURITIES, LLC (BOSTON MA)
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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