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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 G. Spero is a financial advisor with Ameriprise Financial Services, LLC. Zachary is based in Montclair, New Jersey, and has been in the industry since September 2018. Zachary is registered with the state of New Jersey as a Registered Representative (RA). Zachary offers a variety of financial services including financial planning, asset allocation services, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Zachary specializes in providing financial advice for high-net-worth individuals, trusts/estates, charitable organizations, corporations or other businesses, and pension and profit sharing plans. Zachary has a Certified Financial Planner designation and holds the Series 66, Series 7, and SIE licenses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NJ
07/31/2020 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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