Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary McDonald is a financial advisor with Hornor, Townsend & Kent, LLC. Zachary has been in the industry since 2022. Prior to joining the firm, Zachary was employed by UBS Financial Services Inc. and Equitable Distributors, LLC. Zachary holds Series 7, 63, and 66 securities licenses. Zachary specializes in financial planning, portfolio management, and pension consulting. Zachary has over 30,000 clients and $6.8 Billion in assets under management.
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.
Trail commissions, distribution assistance fees
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2
NC
09/13/2024 - Present
Hornor, Townsend & Kent, LLC (CHARLOTTE NC)
NC
01/23/2023 - 09/13/2024
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
04/15/2022 - 01/06/2023
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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