Unclaimed
Zachary Kopf is a financial professional with over a decade of experience in the financial services industry. Zachary has held a Series 7, Series 6 and SIE licenses since 2005. Currently, Zachary Kopf is registered with Allstate Financial Services, LLC. Zachary previously worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Zachary is a licensed insurance agent in Florida.
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.
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.
1
2
FL
09/07/2023 - Present
Allstate Financial Services, LLC (Fort Lauderdale FL)
FL
08/13/2012 - 12/07/2022
ALLSTATE FINANCIAL SERVICES, LLC (FORT LAUDERDALE FL)
MN
09/21/2005 - 12/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/21/2005 - 12/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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