Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Harris is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Zachary has been in the financial services industry for over 7 years. Zachary is licensed in Kentucky, Illinois, Tennessee, Mississippi, Ohio, and Georgia. Zachary offers financial planning services, educational seminars, and portfolio management for individuals. Zachary also provides selection of other advisors. Zachary's firm manages approximately $1 billion - $10 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
10/20/2023 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 01/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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