Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Ammirato is a financial advisor at Rockefeller Financial LLC, located in San Francisco, CA. Zachary has been in the financial services industry since March 11, 2000, and has a broad range of experience, including previous roles at UBS Financial Services Inc., Citigroup Global Markets Inc., Robertson Stephens, Inc., and Salomon Smith Barney Inc. Zachary's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Zachary is registered with the state of California and Texas as a registered representative and investment advisor representative.
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.
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2
CA
06/21/2024 - Present
Rockefeller Financial LLC (San Francisco CA)
CA
01/30/2009 - 07/02/2024
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
08/05/2002 - 02/17/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
07/18/2000 - 08/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
03/08/2000 - 07/13/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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