Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Klein is a financial advisor at Osaic Wealth, Inc. located in Scottsdale, Arizona. Zachary has been in the industry for several years and holds a variety of licenses and certifications. Zachary specializes in working with individuals, families, and businesses to help them reach their financial goals. Zachary is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
05/08/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/08/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/08/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/08/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/08/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/08/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
11/24/2020 - 05/03/2023
AXOS CLEARING LLC (Omaha NE)
NE
06/07/2018 - 01/09/2020
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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