Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Frank Marsh is an investment advisor representative (IAR) registered with Facet in North Carolina and Texas. Zachary holds the Series 65, Series 63, and Series 7 licenses. Zachary is also a Certified Financial Planner. Zachary has experience working in the financial services industry with Vanguard Marketing Corporation, Ameriprise Financial, and The North Face. Zachary's professional background includes experience working with various clients, including high-net-worth individuals.
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.
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NC
11/07/2023 - Present
Facet (Clayton NC)
NC
08/01/2016 - 11/09/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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