Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary James Carr is a registered representative with Lincoln Investment and Capital Analysts. Zachary has been in the financial industry for a little over a year. He holds the Series 7TO and SIE licenses, as well as the Series 66, a combined state securities law exam. Zachary is located in Fort Washington, Pennsylvania.
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.
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.
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2
PA
06/13/2024 - Present
Lincoln Investment (Fort Washington PA)
BOTH
Issued 06/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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