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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 J. Birkey is a financial advisor with over 16 years of experience in the industry. He currently works at Stifel, Nicolaus & Company, Inc. and previously worked at Morgan Stanley and Citigroup Global Markets Inc. Zachary holds a variety of licenses and certifications, including the Series 3, 6, 7, 9, 10, 63, and 66. He is also a Certified Financial Planner. Zachary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pooled investment vehicles.
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.
1
2
IL
09/13/2018 - Present
Stifel, Nicolaus & Company, Inc. (BOURBONNAIS IL)
IL
06/01/2009 - 09/19/2018
MORGAN STANLEY (BOURBONNAIS IL)
IL
08/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
NC
03/02/2007 - 06/14/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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