Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Loren Zigmond is a financial advisor at Truist Advisory Services, Inc. Zachary has been in the financial services industry since 2012 and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Zachary holds a Certified Financial Planner designation and has experience with financial planning, portfolio management for individuals and businesses, and publication of periodicals. Zachary has previous experience with Northern Trust Securities, Inc., and Wells Fargo Clearing Services, LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
CA
08/03/2022 - Present
Truist Advisory Services, Inc. (BEVERLY HILLS CA)
CA
09/16/2019 - 06/02/2022
NORTHERN TRUST SECURITIES, INC. (LOS ANGELES CA)
CA
02/14/2018 - 08/29/2019
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
02/20/2012 - 04/11/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HLS CA)
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Zigmond is the right advisor for you? Invested Better is here to help.
