Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Allen is a financial professional with over 16 years of experience in the financial services industry. Zachary is currently registered with Cetera Investment Advisers LLC and has been registered in 26 states, including Texas, California, Florida, and New York. Zachary has held previous positions with First Financial Equity Corporation and Chase Investment Services Corp. Zachary holds the Series 7, Series 50, and Series 66 securities licenses. He is also a Registered Investment Advisor (RIA) in Texas. Zachary's practice specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (ADDISON TX)
TX
06/11/2010 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (ADDISON TX)
TX
01/13/2009 - 06/15/2010
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
AZ
01/10/2006 - 11/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
BOTH
Issued 1/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 1/9/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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