Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Magistro is an investment advisor representative at Osaic Institutions, Inc. in Concord, New Hampshire. Zachary is a registered investment advisor and has been in the financial industry since 2018. Zachary holds the Series 6, Series 7TO, Series 63 and Series 66 licenses. Zachary has specialized in providing financial planning, pension consulting, portfolio management for individuals, and educational seminars. Zachary has also provided services for clients such as charitable organizations, corporations, and high-net-worth individuals.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
NH
07/08/2024 - Present
Osaic Institutions, Inc. (CONCORD NH)
NY
11/28/2022 - 07/24/2024
LPL FINANCIAL LLC (BUFFALO NY)
NH
05/26/2022 - 11/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NH
06/11/2019 - 03/23/2022
CITIZENS SECURITIES, INC. (SALEM NH)
NH
09/06/2018 - 06/14/2019
SANTANDER SECURITIES LLC (MANCHESTER NH)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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