Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bauer is a registered representative with Fifth Third Securities, Inc. based in Flint, MI. Zachary has been in the industry since 2010 and is licensed in Michigan. He is currently affiliated with Fifth Third Securities, Inc., having previously been with PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., and CHASE INVESTMENT SERVICES CORP. Zachary has earned the Series 6, 7, 63, and 66 licenses and the SIE exam. Zachary specializes in providing portfolio management services for individuals and businesses, as well as financial planning and selection of other advisors.
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.
1
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 7/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 3/2/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Bauer is the right advisor for you? Invested Better is here to help.
