Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary McMillan is a financial advisor at Ameriprise Financial Services, LLC. Zachary has been in the financial services industry since March 28, 2015. Zachary is registered with FINRA and the state of Missouri. Zachary has passed the Series 7, SIE, and Series 66 exams. Zachary also holds the General Securities Representative license. Zachary has experience working with a wide range of clients, including high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Zachary offers a variety of financial services, including financial planning, asset allocation services, portfolio management, and educational seminars. Zachary previously worked at Heim, Young & Associates, Inc.
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.
Asset allocation services
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.
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2
MO
09/14/2020 - Present
Ameriprise Financial Services, LLC (SPRINGFIELD MO)
MO
09/26/2006 - 08/26/2011
HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)
BOTH
Issued 08/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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