Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bay is a registered investment advisor with State Farm Investment Management Corp. Zachary has been in the industry since 2011. Zachary holds a Series 6, Series 63 and Series 65 licenses and the SIE exam. Zachary specializes in portfolio management for individuals and investment companies. Zachary is also a member of the Mercy Foundation North Board of Trustees. Zachary is licensed to provide investment advisory services in Arizona, California, Nevada and Oregon.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
02/22/2022 - Present
State Farm Investment Management Corp. (REDDING CA)
CA
07/19/2013 - 05/29/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (REDDING CA)
CA
06/09/2010 - 03/07/2012
CHASE INVESTMENT SERVICES CORP. (REDDING CA)
IA
Issued 12/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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