Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Laake is a financial advisor with over 16 years of experience in the financial services industry. Zachary has worked with Oneamerica Securities, Inc., Allstate Financial Services, LLC, Wells Fargo Advisors, LLC, and MML Investors Services, Inc. Zachary specializes in providing financial planning services to individuals and businesses. Zachary holds Series 6, 63, and 65 licenses. Zachary is dedicated to helping clients reach their financial goals.
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.
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.
1
2
IN
10/11/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TX
10/29/2018 - 10/03/2022
ALLSTATE FINANCIAL SERVICES, LLC (The Woodlands TX)
TX
03/11/2011 - 11/05/2018
ONEAMERICA SECURITIES, INC. (Conroe TX)
TX
05/06/2008 - 02/28/2011
WELLS FARGO ADVISORS, LLC (CYPRESS TX)
TX
03/13/2006 - 04/18/2008
MML INVESTORS SERVICES, INC. (HOUSTON TX)
IA
Issued 08/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Laake is the right advisor for you? Invested Better is here to help.
