Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Moe Courier is a Registered Representative, Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Zachary has been in the securities industry for 2 years and has a combined total of 3 securities licenses including Series 7TO, Series 66, and the SIE. Zachary is registered with the state of Massachusetts as both a Registered Representative and an Investment Advisor Representative. Zachary is also registered with the state of Indiana, Kentucky, Massachusetts, New York, Ohio, and Pennsylvania. Zachary has been employed by Columbia Management Investment Distributors, Inc. since March 2021. Prior to that, Zachary worked at State Street Bank, Buffalo Wild Wings and University of Massachusetts Dartmouth.
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.
Asset liability management, credit analysis & asset allocation svcs
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
MA
04/29/2021 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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