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Zachary G Allen

Ameritas Investment Company, LLC

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About Zachary G Allen

Zachary Allen is a financial professional with Ameritas Investment Company, LLC. Zachary holds the Series 7TO and SIE licenses. Zachary is registered with FINRA.

Firm Information

Zachary Allen is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Zachary Allen’s Registration & Firm History

NY

05/24/2023 - Present

Ameritas Investment Company, LLC (WATERTOWN NY)

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Licenses & Designations

BC

Issued 05/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary G Allen.
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