Unclaimed
Zachary Stevens is an investment advisor representative who has been in the industry since 2017. Zachary has a Series 6, 7, 63, and 66 license. Zachary is registered with the Securities and Exchange Commission as an investment advisor representative of Empower Advisory Group, LLC. Zachary is based in Greenwood Village, Colorado. Empower Advisory Group, LLC provides advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
02/18/2025 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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