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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Harrison Bindler is a financial advisor who has been in the industry since September 2011. Zachary is currently registered with Cresset Asset Management, LLC in Florida and Illinois. Zachary was previously employed by ALLIANCEBERNSTEIN INVESTMENTS, INC.. Zachary has Series 7 and Series 66 licenses. Zachary is a specialist in asset allocation, investment strategy, and financial planning. Zachary also offers tax services, bookkeeping, financial reporting, and clerical assistance in other financial matters.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/11/2018 - Present
Cresset Asset Management, LLC (CHICAGO IL)
NY
09/21/2011 - 06/09/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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