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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Lonergan is an investment advisor representative with Equitable Advisors, LLC. Zachary has been in the industry since 2021, and has worked with Farmers Financial Solutions, LLC as well as Lonergan Financial Services. Zachary is registered in both Oklahoma and California and has successfully passed the Series 63, 65, 6 and 7TO exams. Zachary is a financial advisor who specializes in providing comprehensive financial planning services, including retirement planning, college savings, and estate planning.
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.
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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2
OK
02/12/2024 - Present
Equitable Advisors, LLC (TULSA OK)
OK
03/17/2022 - 12/31/2022
FARMERS FINANCIAL SOLUTIONS, LLC (TULSA OK)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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