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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 Fischer is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for several years and has experience with a variety of financial products and services. Zachary Fischer is licensed to provide investment advice in many states and holds several industry certifications. He has also worked with a variety of clients, including high-net-worth individuals, businesses, and institutions. If you are seeking financial advice, Zachary Fischer may be able to help you achieve your goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
03/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
05/07/2019 - 02/16/2021
BANKERS LIFE SECURITIES, INC. (BRIDGEWATER NJ)
IA
Issued 10/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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