Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Furshman is a wealth management director at Continuum Advisory, LLC, a registered investment advisor. Zachary has over 12 years of experience in the financial services industry. Previously, Zachary worked at Morgan Stanley & Co. LLC and T. Rowe Price Investment Services, Inc. Zachary holds the Series 6, 63, 65, 99, and SIE licenses. Zachary is a licensed insurance agent and provides insurance planning through Kelly Financial Advisors, LLC. Zachary specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
MD
10/06/2021 - Present
Continuum Advisory, LLC (Annapolis MD)
MD
03/23/2021 - 08/23/2024
TRIAD ADVISORS LLC (Annapolis MD)
MD
06/09/2018 - 04/06/2021
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
MD
08/10/2012 - 08/21/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2018
Series 99 - Operations Professional Examination
BC
Issued 08/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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