Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Michael Ellis is a financial professional with over 7 years of experience in the industry. Zachary is currently registered with Neuberger Berman BD LLC, a firm located in NEW YORK, NY. Previously, Zachary worked for MORGAN STANLEY and EATON VANCE DISTRIBUTORS, INC. Zachary holds the Series 66, Series 7, and SIE licenses. Zachary's firm offers advisory services including selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/31/2023 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
05/25/2017 - 01/06/2023
MORGAN STANLEY (New York NY)
MA
07/27/2015 - 04/25/2016
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MI
06/04/2013 - 07/02/2013
ISRAEL A. ENGLANDER & CO., LLC (BIRMINGHAM MI)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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