Unclaimed
Zachary Orestes Righellis is a securities professional with over 17 years of experience in the financial services industry. Zachary is currently registered with Mizuho Securities USA LLC. Prior to joining Mizuho Securities, Zachary worked at Moelis & Company LLC, Barclays Capital Inc. and Lehman Brothers Inc. Zachary holds FINRA Series 7, 24, 63, 79TO, and SIE licenses. Zachary is registered to conduct securities business in 52 states.
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
CA
02/10/2021 - Present
Mizuho Securities USA LLC (SAN FRANCISCO CA)
CA
07/15/2015 - 02/18/2021
MOELIS & COMPANY LLC (SAN FRANCISCO CA)
CA
09/22/2008 - 05/01/2015
BARCLAYS CAPITAL INC. (MENLO PARK CA)
CA
10/19/2005 - 09/22/2008
LEHMAN BROTHERS INC. (MENLO PARK CA)
BC
Issued 01/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Zachary Righellis is the right advisor for you? Invested Better is here to help.