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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 Lovley is a financial advisor with over 10 years of experience in the industry. Zachary has worked at Morgan Stanley since 2011, previously working at Morgan Stanley Smith Barney. Zachary is registered as a Broker-Dealer in 33 states and as an Investment Advisor in 2 states, and holds Series 6, 7, 31 and 63 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
CA
11/17/2015 - Present
Morgan Stanley (Woodland Hills CA)
CA
09/22/2009 - 10/20/2010
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
MA
05/04/2009 - 09/28/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (EASTHAMPTON MA)
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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