Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Pascal Strom is an investment advisor representative with Align Impact, LLC. Zachary Strom has been in the industry since 2015 and is currently registered with the state of North Carolina. Zachary Strom is a Series 65 licensed professional. Zachary Strom specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for individuals and portfolio management for pooled investment vehicles. Align Impact, LLC is located in Santa Monica, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/19/2022 - Present
Align Impact, LLC (SANTA MONICA CA)
IA
Issued 04/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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