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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Pappas is a financial advisor registered with Blackrock Investment Management, LLC and has been in the industry since 2016. Zachary Pappas is currently registered as a Registered Representative and Investment Advisor Representative in Massachusetts and New Jersey. Zachary Pappas has previously worked with John Hancock Investment Management Distributors LLC and Fidelity Brokerage Services LLC. Zachary Pappas has a Series 63, Series 66, Series 7 and SIE license. Zachary Pappas is a financial advisor specializing in investments, insurance and retirement planning. Zachary Pappas works with a wide range of clients, including high net worth individuals, corporations, and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
04/06/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MA
04/24/2017 - 03/10/2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
NH
07/25/2016 - 03/29/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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