Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary P. Azar is an investment advisor representative at LPL Financial LLC. Zachary is registered in Pennsylvania with the state and the firm. Zachary is a licensed representative and has been active in the industry for at least two years. Zachary holds Series 66, Series 7TO, and SIE licenses. The firm's primary focus is on providing financial planning and investment advice for individuals, families, and businesses. LPL Financial LLC also offers a wide range of investment products and services, including mutual funds, stocks, bonds, and ETFs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
04/25/2024 - Present
LPL Financial LLC (WYOMISSING PA)
BOTH
Issued 04/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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