Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Jon Elbers is a financial advisor associated with Osaic Institutions, Inc. located in Sioux Center, IA. Zachary has been a financial advisor for 2 years. Zachary holds the Series 66, Series 7TO and SIE securities licenses. Zachary is also registered to provide investment advice in Iowa, Idaho, Minnesota, Nebraska and South Dakota. In addition to securities licenses, Zachary is also an active insurance agent in Iowa.
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.
Solicitation services for other advisers
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.
1
2
IA
09/18/2022 - Present
Osaic Institutions, Inc. (Sioux Center IA)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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