Unclaimed
Zachary Morris is a financial advisor who is registered with the state of Florida. Zachary Morris is currently employed with J.v.b. Financial Group, LLC. Zachary Morris has been in the industry since 2011. Zachary Morris holds a Series 7 license, a Series 63 license, and a SIE license. Zachary Morris has held previous registrations with several other firms. Zachary Morris is registered with the state of California, Florida, and New York.
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.
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.
1
2
FL
04/01/2024 - Present
J.v.b. Financial Group, LLC (BOCA RATON FL)
FL
01/26/2023 - 04/02/2024
ZEUS FINANCIAL, LLC (BOCA RATON FL)
FL
03/03/2021 - 01/27/2023
NAVIAN CAPITAL SECURITIES LLC (Delray Beach FL)
FL
11/17/2017 - 03/01/2021
ZEUS FINANCIAL, LLC (Boca Raton FL)
FL
02/03/2016 - 08/25/2017
INCAPITAL LLC (BOCA RATON FL)
FL
01/31/2014 - 01/14/2016
J.V.B. FINANCIAL GROUP, LLC (BOCA RATON FL)
FL
09/23/2010 - 01/31/2014
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
BC
Issued 12/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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