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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Rosequist is a financial advisor with Hightower Advisors, LLC. Zachary has been in the financial services industry since 2017. Zachary is registered in Georgia as an Investment Advisor Representative. Previously, Zachary worked for TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zachary holds the Series 7, Series 66, and SIE licenses. Zachary specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
GA
03/11/2024 - Present
Hightower Advisors, LLC (Alpharetta GA)
VA
01/26/2022 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Virginia Beach VA)
VA
03/06/2019 - 12/20/2023
TD AMERITRADE, INC. (VIRGINIA BEACH VA)
VA
06/16/2017 - 11/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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