Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Oliver Boleyn is a financial advisor with Beacon Pointe Advisors, LLC. Zachary has been in the industry for over 10 years. Zachary is registered as an Investment Advisor Representative in Maryland. Previously, Zachary has been employed by Triad Advisors, LLC and LPL Financial LLC. Zachary holds a Series 66, Series 7, and SIE. Zachary is also a Certified Financial Planner. In addition to his role at Beacon Pointe Advisors, Zachary also works as an insurance agent for Beacon Pointe Insurance Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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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MD
02/29/2024 - Present
Beacon Pointe Advisors, LLC (Columbia MD)
MD
11/11/2015 - 01/09/2024
TRIAD ADVISORS LLC (Columbia MD)
MD
02/19/2015 - 11/19/2015
LPL FINANCIAL LLC (COLUMBIA MD)
BOTH
Issued 07/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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