Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary M. Zukowski is a financial advisor with Osaic Wealth, Inc., a Registered Investment Advisor firm headquartered in Scottsdale, Arizona. Zachary has been in the financial services industry since April 2016 and is currently registered with FINRA, the SEC and several state regulatory agencies. Zachary is a licensed investment advisor representative in Michigan. Zachary's experience is with individual investors, charitable organizations, pension and profit sharing plans, businesses, and corporations. Zachary provides a wide range of financial services including portfolio management, financial planning, and educational seminars. Zachary also is a registered agent for non-variable life insurance and fixed annuities.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
04/25/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
BOTH
Issued 05/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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