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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Farley Longley is a financial advisor with over 14 years of experience in the industry. Zachary currently works with LPL Financial LLC and Northeast Planning Associates, Inc. Zachary has a wide range of experience, with a focus on providing financial planning and consulting services to individuals, corporations, and charitable organizations. Zachary is also a Registered Investment Advisor and has a broad understanding of the financial markets. Zachary holds Series 7, Series 63, and Series 65 licenses and has a strong track record of success in the industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
05/24/2021 - Present
LPL Financial LLC (FALMOUTH ME)
ME
09/26/2008 - 01/29/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTH PORTLAND ME)
MO
05/02/2008 - 07/01/2008
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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