Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Williams is a financial advisor with over 20 years of experience in the industry. Zachary is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, LINSCO/Private Ledger Corp., and Primevest Financial Services, Inc. Zachary specializes in a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Zachary is licensed to provide financial advice in various states including Alabama, Alaska, Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, Tennessee, and Texas. Zachary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (SUGAR LAND TX)
TX
12/15/2003 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGAR LAND TX)
SC
05/21/2002 - 10/24/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
03/17/2000 - 05/21/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 04/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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