Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Manis is a financial professional with over 10 years of experience in the industry. Zachary has a broad range of experience working with clients at firms such as Wells Fargo Securities, LLC and Piper Sandler & Co. Zachary is currently registered with Truist Securities, Inc., where he offers investment advice and services. Zachary holds the Series 7, 79, 66, and 24 licenses.
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
NC
06/29/2022 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
09/01/2021 - 08/01/2022
BAYSHORE PARTNERS, LLC (RALEIGH NC)
NC
09/28/2018 - 05/04/2020
PIPER SANDLER & CO. (CHARLOTTE NC)
NC
06/17/2014 - 10/16/2018
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
07/17/2013 - 06/19/2014
PIPER JAFFRAY & CO. (CHARLOTTE NC)
NC
03/27/2012 - 07/18/2013
EDGEVIEW CAPITAL SECURITIES, LLC (CHARLOTTE NC)
NY
08/19/2010 - 03/13/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 08/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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