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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 Barnes is an investment advisor representative currently registered with State Farm Investment Management Corp.. Zachary is also a registered representative with the firm. Zachary has been in the securities industry since December 3, 2015. Zachary previously worked at MSI FINANCIAL SERVICES, INC..
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.
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.
A percentage of the total value of assets under management is charged.
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NC
09/28/2023 - Present
State Farm Investment Management Corp. (High Point NC)
IA
12/03/2015 - 01/05/2017
MSI FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
Issued 07/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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