Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kenneth Calef is a registered investment advisor representative in Iowa with PFS Investments Inc. Zachary has been in the financial services industry since July 5, 2015. Zachary has also held licenses in British Columbia and Texas. Zachary has worked with PFS Investments Inc since June 2015. In addition to his financial services career, Zachary is also affiliated with other companies and has provided financial products and services for over 10 years. Zachary has experience and expertise in working with a wide range of clients, including individuals, high-net-worth individuals, corporations and charitable organizations.
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.
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.
1
2
IA
01/30/2017 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Calef is the right advisor for you? Invested Better is here to help.
