Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Devine is an investment advisor representative registered with Edelman Financial Engines. Zachary has been in the financial services industry since 2015 and holds Series 63, 65, 7 and SIE licenses. Zachary previously worked at EF Legacy Securities, LLC and Fidelity Brokerage Services LLC. Zachary has experience with investment advisory, financial planning, and portfolio management for individuals, businesses, and charitable organizations. Zachary is also an investment advisor representative in Arizona, Michigan, and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
05/11/2021 - Present
Edelman Financial Engines (NOVI MI)
MI
04/09/2018 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
KY
07/20/2015 - 10/13/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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