Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Rice is a financial advisor with Cetera Investment Services LLC. He is registered with the state of Pennsylvania and has been in the financial industry since 2017. Zachary has a Series 6, Series 63, and SIE licenses. He has previously worked with The Leaders Group, Inc., Key Investment Services LLC, LPL Financial LLC, and Waddell & Reed, Inc.
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.
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.
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2
PA
04/11/2023 - Present
Cetera Investment Services LLC (PITTSBURGH PA)
PA
12/18/2020 - 04/16/2021
THE LEADERS GROUP, INC. (Pittsburgh PA)
PA
09/21/2016 - 06/28/2019
KEY INVESTMENT SERVICES LLC (PITTSBURGH PA)
PA
02/25/2014 - 09/21/2016
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
12/05/2013 - 02/27/2014
WADDELL & REED, INC. (PITTSBURGH PA)
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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