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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 at Merrill Lynch, Pierce, Fenner & Smith Inc. Zachary has been in the industry since July 2017 and is registered to provide investment advice in 53 states and the District of Columbia. Zachary is licensed in the state of California as an Investment Advisor Representative and also has a Series 7 and Series 66 securities license. Zachary provides investment advice to a variety of clients including individuals, corporations, high-net-worth individuals, and charitable organizations. In addition to providing financial advice, Zachary also offers a variety of other services including performance measurement reports, allocation modeling, IPS, research reports, and services, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/22/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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