Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Roth is a financial professional with over 20 years of experience in the financial services industry. Zachary is currently registered with Deutsche Bank Securities Inc. Zachary has passed the Series 63, SIE, and Series 7TO examinations. Zachary is registered in 53 states and holds a Series 7 license. Zachary is a valuable asset to any financial team. Zachary has previously held a position with Lipper & Company, L.P..
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
NY
05/31/2019 - Present
Deutsche Bank Securities Inc. (NEW YORK NY)
NY
02/11/2002 - 09/03/2002
LIPPER & COMPANY, L.P. (NEW YORK NY)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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