Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Schroeder is a financial advisor with Neuberger Berman BD LLC. Zachary has been working in the financial services industry since 2012. Zachary is registered with FINRA and the states of Illinois and New York as a registered representative and investment advisor representative. Zachary holds the Series 7, Series 63, and SIE licenses. Zachary has a designation as a Chartered Financial Analyst. Zachary is located in Chicago, Illinois.
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.
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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.
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2
IL
03/23/2021 - Present
Neuberger Berman BD LLC (CHICAGO IL)
IL
04/21/2010 - 03/19/2015
STERNE, AGEE & LEACH, INC. (CHICAGO IL)
BC
Issued 02/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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