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Zachary James robert Merle

Jefferies LLC

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About Zachary James robert Merle

Zachary Merle is a financial professional currently registered with Jefferies LLC. Zachary Merle is a Series 7TO and SIE licensed individual with over four years of experience in the industry. Prior to joining Jefferies LLC, Zachary Merle was registered with CITIGROUP GLOBAL MARKETS INC. from August 2019 to April 2023. Zachary Merle is registered in all 50 states.

Firm Information

Zachary Merle is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zachary Merle’s Registration & Firm History

MA

04/10/2023 - Present

Jefferies LLC (BOSTON MA)

MA

08/03/2019 - 04/04/2023

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Zachary James robert Merle.
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