Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Rubin is a financial professional who has been working in the industry since August 12, 2024. Zachary is currently registered with Charles Schwab & CO., Inc. Zachary holds licenses for Series 63, Series 7TO, and the SIE exam. Zachary is licensed in 51 states. Zachary is registered as a Broker-Dealer.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
08/13/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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