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Zachary Kevin Boe

Truist Securities, Inc.

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About Zachary Kevin Boe

Zachary Kevin Boe is a financial advisor with Truist Securities, Inc. Zachary is registered with FINRA and is currently licensed in 52 states and districts, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Zachary obtained their Series 7TO, Series 79TO, and SIE licenses.

Firm Information

Zachary Boe is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zachary Boe’s Registration & Firm History

NC

01/10/2020 - Present

Truist Securities, Inc. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zachary Kevin Boe.
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