Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Karas is an investment advisor representative at Retirement Plan Advisors, LLC. Zachary has been in the industry since 1985 and holds Series 6, 63, 26 and SIE licenses. Zachary is registered in Connecticut and New Hampshire and is a registered investment advisor in Connecticut. Zachary also works with Retirement Plan Advisors, LLC as an Independent Insurance Agent for various Independent Insurance Companies. Zachary is a member of the Charter Oak Box Academy and Youth Development Program as a treasurer.
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.
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2
IL
10/24/2024 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
GA
01/01/2009 - 08/18/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (ATLANTA GA)
CT
07/27/1990 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
12/17/1984 - 07/06/1990
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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