Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Mortimer is a financial professional with over 15 years of experience in the financial industry. Zachary is a registered representative with State Farm VP Management Corp., and holds the Series 6 and Series 63 licenses. Zachary is also a licensed insurance agent. Zachary specializes in providing financial advice to individuals and families in the Kittanning, Pennsylvania area.
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.
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2
PA
01/28/2008 - Present
State Farm VP Management Corp. (Kittanning PA)
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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