Unclaimed
Zachary Ryan Bailey is a registered investment advisor with Wesbanco Securities, Inc. Zachary has been in the industry since January 19, 2020. Zachary is currently registered in Indiana, Kentucky, and Ohio. Zachary is licensed to provide financial planning and portfolio management services to individuals and institutions. Zachary previously worked at LPL Financial LLC and The Huntington Investment Company.
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.
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.
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2
KY
07/30/2024 - Present
Wesbanco Securities, Inc. (Newport KY)
KY
03/19/2021 - 08/20/2021
LPL FINANCIAL LLC (FORT MITCHELL KY)
KY
04/25/2016 - 04/16/2019
THE HUNTINGTON INVESTMENT COMPANY (FT. MITCHELL KY)
BOTH
Issued 06/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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