Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Liggett is a registered Investment Advisor Representative with Dynamic Wealth Advisors. Zachary is also a Chartered Financial Analyst. Zachary has been in the financial services industry since July 2012. Zachary works with a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Zachary is a member of Common Cents Capital LLC, a local investment club. Dynamic Wealth Advisors is a Registered Investment Advisor with over $4.8 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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MI
01/25/2019 - Present
Dynamic Wealth Advisors (TRAVERSE CITY MI)
Active
Inactive
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