Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Porter is a financial advisor with over 8 years of experience in the industry. Zachary has a Series 6, 7, 9, 10, 24, 66 and SIE licenses and is registered with J.P. Morgan Securities LLC. Zachary has a strong track record of providing financial advice to individuals, families, and businesses. Zachary has experience in various areas of financial planning, including investment management, retirement planning, and estate planning. Zachary is committed to providing clients with personalized financial advice that meets their unique needs.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
03/17/2023 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
11/17/2020 - 08/10/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
06/08/2020 - 11/10/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
03/26/2020 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/08/2017 - 02/25/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Phoenix AZ)
AZ
03/20/2014 - 11/30/2017
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
06/26/2014 - 07/30/2015
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
AZ
03/20/2014 - 09/15/2014
MML DISTRIBUTORS, LLC (PHOENIX AZ)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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