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 Lountzis is an investment advisor representative at Lountzis Asset Management, LLC. Zachary has been in the industry for over a decade, having previously worked at Jefferies LLC, Credit Suisse Securities (USA) LLC, and Barclays Capital Inc. Zachary holds a Series 63, 65, 7, 79, 86 and 87 license. Zachary is registered with the state of Pennsylvania and New York and has been actively providing investment advisory services since 2012. Zachary specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/25/2021 - Present
Lountzis Asset Management, LLC (WYOMISSING PA)
NY
08/04/2014 - 03/05/2019
JEFFERIES LLC (NEW YORK NY)
NY
06/05/2012 - 08/19/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/22/2010 - 06/01/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 03/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/15/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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