Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Glenn Harris is a registered investment advisor representative with Truist Advisory Services, Inc. Zachary has been in the financial services industry since 2007 and has experience with various financial products and services. Zachary is registered with the state of Tennessee and holds the Series 7, Series 66 and SIE licenses. Prior to joining Truist Advisory Services, Inc., Zachary worked for UBS Financial Services Inc. and UBS Services USA LLC. Zachary focuses on providing financial planning and portfolio management services to individuals and businesses. Zachary is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
TN
02/13/2025 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
10/31/2007 - 06/13/2008
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NJ
05/11/2007 - 11/05/2007
UBS SERVICES USA LLC (WEEHAWKEN NJ)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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