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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 Lowell Harris is a financial advisor with Alliancebernstein LP. Zachary is registered with the state of Texas as both a Broker-Dealer and Investment Advisor. Zachary has been working in the financial services industry since 2014 and has experience in various areas including asset allocation, portfolio management, and financial planning. Zachary has earned the Certified Financial Planner designation and holds FINRA Series 7, 63, and 31 licenses. Zachary specializes in working with high-net-worth individuals, families, businesses, and institutional investors.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
07/11/2019 - Present
Alliancebernstein LP (HOUSTON TX)
IA
Issued 07/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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