Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary House is a financial advisor at Stifel, Nicolaus & Company, Inc. Zachary has been in the financial services industry since 2012. Zachary is a Series 7 and Series 66 licensed representative and a Series 9, 10 and 24 licensed principal. Zachary has experience with a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and pooled investment vehicles. Zachary has experience with both Edward Jones and Merrill Lynch. In addition to his work as a financial advisor, Zachary is also a Youth Basketball Referee for St. Michael the Archangel Catholic Church in Shrewsbury, Missouri.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/03/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
07/27/2015 - 01/24/2023
EDWARD JONES (ST. LOUIS MO)
MO
09/23/2013 - 07/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT LOUIS MO)
MO
04/12/2012 - 09/04/2013
EDWARD JONES (BRENTWOOD MO)
BOTH
Issued 04/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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