Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bollinger is a financial advisor with over 13 years of experience in the industry. Zachary is currently registered with AE Wealth Management, LLC and is also registered with the state of Florida. Previously, Zachary was employed by Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Ameriprise Financial Services, Inc. Zachary holds the Series 66, Series 7, and SIE licenses. Zachary is also a Certified Financial Planner. Zachary specializes in financial planning, portfolio management for businesses and individuals, pension consulting, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/06/2019 - Present
AE Wealth Management, LLC (Winter Garden FL)
FL
04/25/2017 - 11/07/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
12/10/2009 - 04/05/2017
FIDELITY BROKERAGE SERVICES LLC (THE VILLAGES FL)
FL
11/06/2006 - 11/11/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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