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 Oleksiuk is a financial advisor who has been in the industry since 2000. Zachary is currently registered with Evercore Group LLC in New York, NY. He is also registered in 37 states. Zachary has passed the Series 6, 7, 24, 63, 65, 79, and SIE exams. Previously, Zachary was registered with H&R Block Financial Advisors, Inc. in Detroit, MI from 2000 to 2001.
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.
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.
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2
NY
06/05/2018 - Present
Evercore Group LLC (NEW YORK NY)
MI
06/08/2000 - 11/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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