Unclaimed
Zachary Joseph Kill is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Zachary has been in the industry since December 4, 2012. Zachary holds a Series 63 license and a Series 66 license. Zachary's firm, Cambridge Investment Research Advisors, Inc. is a firm that has been in business since 1981. The firm has a strong track record of success in providing a variety of financial services to their clients.
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.
Solicitation fees from 3rd party money managers
1
2
OR
01/28/2020 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
BC
Issued 09/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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