Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary John Lickteig is a financial advisor who has been in the industry since 2006. Zachary is currently registered with Principal Securities, Inc. and has been with the firm since 2016. Prior to that, Zachary worked for ING FINANCIAL ADVISERS, LLC. Zachary has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Zachary is also registered to provide financial advice in a number of states including California, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin. Zachary is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
12/15/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/30/2006 - 01/29/2007
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
IA
Issued 08/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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