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 Tanis is a registered investment advisor representative with PFS Investments Inc. located in Oakland, NJ. Zachary has been in the financial industry since 2020. Zachary holds Series 63, 65, and 6TO licenses, as well as the SIE. In addition to being a registered investment advisor representative, Zachary is also a licensed insurance agent in the state of New Jersey. Zachary specializes in providing investment advice to individuals and families. Zachary has a variety of experience in the financial services industry, including working with Primerica Financial Services, Tanis Greens LLC, and Kalish Law Group. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
NJ
10/07/2021 - Present
PFS Investments Inc. (OAKLAND NJ)
IA
Issued 09/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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