Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Oldham is a financial advisor at Principal Securities, Inc. Zachary has been in the financial services industry since September 18, 2017. Zachary has been registered with Principal Securities, Inc. since February 17, 2025. Zachary was previously employed by MML Investors Services, LLC, Vestech Securities, Inc. and Valic Financial Advisors, Inc. Zachary is registered with the state of Kansas as a Registered Representative and Investment Advisor Representative. Zachary is also registered with 37 other states as a Registered Representative and 3 states as an Investment Advisor Representative. Zachary is a licensed financial advisor.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
KS
02/17/2025 - Present
Principal Securities, Inc. (OVERLAND PARK KS)
MO
11/13/2018 - 06/02/2022
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
04/10/2018 - 09/14/2018
VESTECH SECURITIES, INC. (ST. LOUIS MO)
MO
02/15/2017 - 11/08/2017
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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