Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Grant Hogentogler is a financial advisor registered with MML Investors Services, LLC in Pennsylvania. He is also a registered investment advisor in Texas. He is a seasoned professional with over 10 years of experience in the financial services industry. Before joining MML Investors Services, LLC in 2021, Zachary Grant Hogentogler was affiliated with CUSO Financial Services, LP in Pennsylvania. Zachary Grant Hogentogler has a strong track record of providing tailored financial solutions to individuals, families, and businesses. His areas of expertise include investment planning, retirement planning, and insurance.
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 programs
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.
Solicitors fees
1
2
PA
04/27/2023 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
PA
08/23/2012 - 02/19/2021
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
01/23/2012 - 07/27/2012
EDWARD JONES (HARRISBURG PA)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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