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 Politte is a financial advisor with Charles Schwab & Co., Inc. located in St. Louis, MO. Zachary has been in the industry since 2020. Prior to joining Charles Schwab & Co., Inc. Zachary worked for TD Ameritrade, Inc. and Saxony Securities, Inc. Zachary is registered with FINRA and is licensed in 51 states and the District of Columbia. Zachary has passed the Series 7TO, Series 63, and SIE exams. Zachary specializes in financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/12/2022 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
06/25/2020 - 01/05/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
01/01/2020 - 03/27/2020
SAXONY SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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