Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gaitz is a financial advisor at UBS Financial Services Inc. Zachary has been in the industry since May 31, 2018. Zachary holds the Series 7, 63, and 66 licenses. Zachary is also a registered investment advisor in Texas. Prior to joining UBS Financial Services Inc. Zachary worked at Bessemer Investor Services, Inc. in New York, NY. Zachary specializes in providing financial advice to individuals, families, businesses, and institutions. Zachary has a proven track record of success in helping clients achieve 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.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/25/2020 - Present
UBS Financial Services Inc. (HOUSTON TX)
NY
06/09/2016 - 06/12/2018
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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