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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 Maxwell Clifford is an Investment Advisor Representative with Captrust. Zachary is based in Newton, Massachusetts, and has been in the industry since 2017. Zachary holds Series 6, 7, and 63 licenses and has passed the SIE exam. Zachary also holds the Certified Financial Planner designation. Zachary previously worked with Weston Securities Corporation and Citizens Securities, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
01/24/2024 - Present
Captrust (Newton MA)
MA
02/13/2018 - 03/07/2022
WESTON SECURITIES CORPORATION (WELLESLEY MA)
MA
07/24/2017 - 12/15/2017
CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)
IA
Issued 10/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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