Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gerald Ellis is a financial consultant who has been working in the financial services industry since 2023. Zachary is a registered representative with Florida Financial Advisors, LLC in Tampa, FL and a registered investment advisor representative with Florida Financial Advisors, LLC in Tampa, FL and Texas. Zachary has passed the Series 65 and Series 63 state exams, as well as the Series 6TO and the SIE. Zachary provides financial planning, portfolio management for businesses and individuals, and selection of other advisers. Zachary also has a previous work experience as a financial consultant with Trinity Wealth Securities, LLC.
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.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
12/18/2023 - Present
Florida Financial Advisors, LLC (Tampa FL)
BC
Issued 09/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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