Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Carter is a financial advisor with over 20 years of experience in the industry. Zachary currently works at Voya Financial Advisors, Inc. where they provide financial planning and portfolio management services to individuals, businesses, and charitable organizations. Zachary is licensed to provide financial advice in a wide range of states, including Ohio, New York, Texas, and many others. Prior to joining Voya, Zachary worked at ING FINANCIAL ADVISERS, LLC. in Dayton, Ohio. Zachary is committed to helping clients achieve their financial goals, and they are dedicated to providing personalized service and advice.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
02/27/2019 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
03/22/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DAYTON OH)
BC
Issued 06/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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