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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 Bechtold is a financial advisor with over 4 years of experience in the financial services industry. Zachary currently works at Raymond James Financial Services Advisors, Inc. in Lancaster, PA. Previously, Zachary worked at LINCOLN FINANCIAL ADVISORS CORPORATION and AXA ADVISORS, LLC. Zachary has a Series 7, Series 63 and Series 65 license. He is registered with FINRA and is a member of the Pennsylvania Securities Commission. Zachary specializes in providing financial planning, investment management, and portfolio management services for individuals, families, and businesses. He is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lancaster PA)
MD
04/26/2018 - 10/05/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (Lutherville MD)
PA
10/12/2016 - 02/08/2018
AXA ADVISORS, LLC (LANCASTER PA)
IA
Issued 01/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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