Unclaimed
Zachary Breslin is a financial professional with over six years of experience in the industry. Zachary is currently registered with Lockton RE Capital Markets, LLC and previously worked with Lockton Investment Securities, LLC and Aon Securities LLC. Zachary holds multiple licenses including Series 7, 79, 63, 3, 99TO, 24 and SIE. Zachary is registered in 53 states and the District of Columbia.
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
NY
07/25/2023 - Present
Lockton RE Capital Markets, LLC (NEW YORK NY)
NY
02/15/2023 - 09/26/2023
LOCKTON INVESTMENT SECURITIES, LLC (New York NY)
NY
08/24/2016 - 05/09/2022
AON SECURITIES LLC (NEW YORK NY)
BC
Issued 09/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/10/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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