Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary J Bauer is a registered representative with Fifth Third Securities, Inc. and has been in the industry since July 2010. Zachary is registered with the state of Michigan and has Series 6, 7, 63, and 66 licenses, as well as the SIE. Zachary has previously worked for PNC Investments and Chase Investment Services Corp. Zachary is a licensed agent and registered representative of Fifth Third Securities, Inc. Zachary has specialized experience in the following areas: Investment Advisory Services, Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies. Zachary is associated with the Fifth Third Securities, Inc. branch in Flint, Michigan, which also has locations in Grand Blanc and Fenton.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
04/19/2017 - Present
Fifth Third Securities, Inc. (FLINT MI)
MI
05/19/2016 - 02/21/2017
PNC INVESTMENTS (CLARKSTON MI)
MI
10/13/2011 - 04/18/2016
FIFTH THIRD SECURITIES, INC. (CLARKSTON MI)
MI
03/04/2010 - 09/08/2011
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
BOTH
Issued 07/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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