Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Daniels is a financial advisor at United Planners' Financial Services of America a Limited Partner. Zachary has been a registered representative for over 9 years. Zachary has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Zachary also has experience working with insurance companies, investment companies, and pooled investment vehicles. Zachary has experience in providing financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Zachary's previous firms include Securities America, Inc., Investacorp, Inc. and LPL Financial LLC.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
08/10/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Wallingford CT)
CT
07/17/2020 - 08/10/2020
SECURITIES AMERICA, INC. (WALLINGFORD CT)
CT
08/06/2015 - 07/17/2020
INVESTACORP, INC. (WALLINGFORD CT)
CT
12/02/2014 - 07/31/2015
LPL FINANCIAL LLC (WATERBURY CT)
BOTH
Issued 05/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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