Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Paul is a financial advisor with Sowell Management and Lighthouse Wealth Strategies, LLC. He has been in the industry since August 2022. He specializes in financial planning and portfolio management for individuals. Zachary Paul holds Series 63, 65, SIE, and 7TO licenses. Zachary Paul has dual registration with Sowell Management Services and Trutoro, and is a partial owner of rental property. He is a founding member of Rep Gym Pass LLC, where they transact in gym membership to various gyms.
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.
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.
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WA
08/19/2022 - Present
Sowell Management (Gig Harbor WA)
BC
Issued 09/26/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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