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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 Bombard is a financial advisor registered with LPL Financial LLC. Zachary has been in the industry since March 5, 2017. Zachary works in Worcester, MA. The firm, LPL Financial LLC, provides financial advice to individuals, businesses, and institutions. The firm has offices in Fort Mill, SC. LPL Financial LLC is a registered investment advisor and a broker-dealer. Zachary has been registered with LPL Financial LLC since May 2021. Prior to that, Zachary worked for Voya Financial Advisors, Inc. Zachary is licensed to sell securities in Massachusetts and Texas and is also licensed as an investment advisor in Massachusetts and Texas. Zachary has passed the Series 63, Series 65, Series 7, and SIE exams.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
05/10/2021 - Present
LPL Financial LLC (WORCESTER MA)
MA
03/06/2017 - 05/11/2021
VOYA FINANCIAL ADVISORS, INC. (WORCESTER MA)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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