Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Garber is a financial advisor at Raymond James & Associates, Inc. with 7 years of experience in the industry. Zachary is registered with FINRA and licensed in 32 states. Zachary's previous experience includes time at Deutsche Bank Securities Inc. where Zachary was registered from 2015 to 2016. Zachary holds the Series 7, Series 63, and Series 66 licenses. Zachary earned the Chartered Financial Analyst designation. Zachary offers financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
MD
10/03/2017 - Present
Raymond James & Associates, Inc. (Hunt Valley MD)
MD
04/13/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
NY
08/17/2011 - 05/06/2013
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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