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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 Michael Taylor is a financial advisor with Blackrock Investment Management, LLC, in Princeton, New Jersey. Zachary has been working in the financial industry since 2016 and has a broad range of experience advising individuals, corporations, and institutions. Zachary holds both Series 6 and 63 licenses as well as Series 7 and 6TO licenses. Zachary has also passed the Uniform Investment Adviser Law Examination (Series 65). His licenses and exams make him qualified to provide a broad spectrum of financial advice. He previously worked at CHARLES SCHWAB & CO., INC. and TD Ameritrade, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/21/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
PA
01/26/2022 - 04/04/2024
CHARLES SCHWAB & CO., INC. (Radnor PA)
PA
03/20/2019 - 04/04/2024
TD AMERITRADE, INC. (Radnor PA)
PA
01/11/2018 - 02/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
08/11/2016 - 12/12/2017
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 07/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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