Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary R Mersberger is an investment advisor representative at Merit Financial Advisors. Zachary has over 13 years of experience in the financial services industry. Zachary is registered with the state of Wisconsin. Zachary holds the Series 7, Series 66, and SIE licenses. Zachary also holds the Chartered Financial Analyst designation. Zachary specializes in working with high-net-worth individuals, corporations, and charitable organizations. Zachary provides financial planning, portfolio management, and pension consulting services.
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.
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.
Consulting fees
1
2
GA
08/22/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WI
08/19/2022 - 04/04/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
11/07/2017 - 08/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
07/29/2010 - 11/07/2017
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
BOTH
Issued 08/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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