Unclaimed
Zachary Riggan is an Investment Advisor Representative with Fisher Investments. Zachary has been in the industry since 2013. He has passed the Series 6, 7, 63 and 66 exams, and holds a current IA license in NC and TX. Prior to joining Fisher Investments, Zachary was employed with Brighthouse Securities, LLC and MetLife Investors Distribution Company. Zachary is a registered representative in NC. Zachary's experience includes providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
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.
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2
NC
06/24/2024 - Present
Fisher Investments (Salisbury NC)
NC
03/06/2017 - 06/05/2024
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
09/09/2013 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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