Unclaimed
Zachary Reitemeier is a financial professional with over 11 years of experience in the industry. Zachary is currently registered with LPL Financial LLC as a financial advisor and has been with the firm since December 2022. Previously, Zachary was registered with ROYAL ALLIANCE ASSOCIATES, INC. and NATIONAL PLANNING CORPORATION. Zachary is licensed to provide financial advice in 10 states, including Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Missouri, Oklahoma, and Washington. Zachary is also a Series 6 and Series 63 licensed representative. Zachary specializes in providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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
KS
12/09/2022 - Present
LPL Financial LLC (PARSONS KS)
KS
10/16/2017 - 12/13/2022
ROYAL ALLIANCE ASSOCIATES, INC. (PARSONS KS)
KS
05/20/2011 - 10/18/2017
NATIONAL PLANNING CORPORATION (PARSONS KS)
BC
Issued 05/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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