Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Avi is a securities professional with over 7 years of experience in the financial services industry. Zachary has worked at Realta Equities, Inc., CABIN SECURITIES, INC., COASTAL EQUITIES, INC., ARETE WEALTH MANAGEMENT, LLC and MDS SECURITIES, LLC. Zachary holds the Series 63, SIE and Series 22 licenses and is currently registered to sell securities in 52 states and the District of Columbia. Zachary is located at the Realta Equities, Inc. office in Pittsburgh, Pennsylvania.
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.
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.
1
2
PA
04/01/2024 - Present
Realta Equities, Inc. (Pittsburgh PA)
PA
06/04/2023 - 03/25/2024
CABIN SECURITIES, INC. (Pittsburgh PA)
PA
05/26/2022 - 06/07/2023
COASTAL EQUITIES, INC. (PITTSBURGH PA)
IL
07/25/2017 - 05/20/2022
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
PA
02/10/2017 - 06/30/2017
MDS SECURITIES, LLC (KITTANNING PA)
BC
Issued 04/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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