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 Bryant is a financial advisor with Raymond James Financial Services Advisors, Inc. Zachary has been in the financial industry since August 2019. Zachary holds a Series 66 and Series 7 license. Zachary is a Certified Financial Planner. Zachary has worked for several other firms including Wells Fargo Clearing Services, LLC and LPL Financial LLC. Zachary has extensive experience working with individuals, businesses, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
03/24/2022 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
06/09/2020 - 01/28/2022
LPL FINANCIAL LLC (DELTA CO)
CO
07/27/2017 - 07/11/2018
AXA ADVISORS, LLC (GRAND JUNCTION CO)
BOTH
Issued 10/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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