Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Preston Holtzman is a financial advisor who has been in the industry since October 17, 2008. Zachary is currently registered with Raymond James Financial Services Advisors, Inc. in Lubbock, Texas. He is also registered with the state of Texas. Prior to his current position, Zachary was a financial advisor with EDWARD JONES. Zachary holds a Series 66 license, as well as the SIE and Series 7 licenses. Zachary has worked in the financial services industry for over 14 years and has experience providing financial advice to individuals, families, and businesses. Zachary specializes in retirement planning, education planning, and goal planning. In addition to his work as a financial advisor, Zachary is also a board member of Texas Girls & Boys Ranch.
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
TX
05/17/2018 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
TX
10/17/2008 - 05/23/2018
EDWARD JONES (LUBBOCK TX)
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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