Verified
Zachary Ryan Bass is a financial advisor who has been in the industry since 2016. Zachary is currently registered with Osaic Wealth, Inc. in Massachusetts and Connecticut. Zachary has a Series 66, Series 7 and SIE license. Zachary also has experience working with Edward Jones and SagePoint Financial, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/01/2023 - Present
Osaic Wealth, Inc. (BRAINTREE MA)
MA
08/02/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRAINTREE MA)
MA
06/02/2015 - 12/01/2022
EDWARD JONES (EASTHAMPTON MA)
BOTH
Issued 06/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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