Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kye Abraham is a registered investment advisor representative who has been in the industry since 2008. Abraham holds the Series 66, SIE, and Series 7 licenses. He is currently associated with Trek Financial in Scottsdale, Arizona and is registered in Washington. Zachary has previous experience with Abraham & Co., Inc., C.K. Cooper & Company, Inc., and Wells Fargo Advisors, LLC. He specializes in providing investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Zachary also offers financial planning services, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
01/11/2022 - Present
Trek Financial (SCOTTSDALE AZ)
WA
06/02/2014 - 02/02/2017
ABRAHAM & CO., INC. (GIG HARBOR WA)
CA
04/18/2013 - 07/01/2013
C.K. COOPER & COMPANY, INC. (IRVINE CA)
WA
05/18/2012 - 04/23/2013
ABRAHAM & CO., INC. (GIG HARBOR WA)
WA
12/02/2008 - 04/23/2012
WELLS FARGO ADVISORS, LLC (TACOMA WA)
BOTH
Issued 01/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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