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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 Smith is a financial advisor at The Kelly Group. Zachary has been in the financial services industry for over 10 years. Zachary is a Certified Financial Planner and holds the Series 65 license. Zachary specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Zachary offers a variety of financial planning services, including investment management, retirement planning, college savings, and estate planning.
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.
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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MD
10/15/2021 - Present
THE Kelly Group (BEL AIR MD)
IA
Issued 07/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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