Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Metrovich is a financial advisor who has been in the industry since December 14, 2022. Zachary is currently registered with Bankers Life Advisory Services, Inc. and holds Series 66, Series 7TO and SIE licenses. Zachary specializes in providing financial planning services and portfolio management for individuals. Zachary's firm manages over $1 billion in assets.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
10/12/2023 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 04/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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