Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Lane Samples is a financial advisor with Rockefeller Financial LLC. Zachary has been in the financial services industry since 2018 and has experience with both retail and institutional clients. Zachary is a registered representative in 51 states and a registered investment advisor in Georgia and Texas. Zachary's areas of specialization include investment management, financial planning, retirement planning, and estate planning. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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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GA
10/05/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
09/08/2021 - 02/15/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
11/19/2018 - 09/01/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/19/2018 - 09/01/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/2018 - 09/01/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
11/19/2018 - 09/01/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/01/2018 - 04/19/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 10/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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