Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Foertschbeck is a financial advisor with Osaic FA, Inc. based in HUNT VALLEY, MD. Zachary has been in the industry for over 2 years and holds the Series 7TO and SIE licenses. He is a registered representative of Osaic FA, Inc. and specializes in providing financial planning, portfolio management for businesses and individuals, retirement plan consulting services, and educational seminars.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
MD
04/01/2021 - Present
Osaic FA, Inc. (HUNT VALLEY MD)
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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