Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Keli'i Pacleb is an investment advisor representative registered in Hawaii and has been in the industry since July 2022. Zachary is currently employed by State Farm Investment Management Corp., where Zachary's primary role is to provide investment advice and portfolio management services to individuals and investment companies. Zachary also holds a Series 63 and 65 securities license, as well as a Series 6TO license.
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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HI
07/26/2022 - Present
State Farm Investment Management Corp. (Hilo HI)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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