Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Langer is a financial advisor with over 10 years of experience in the industry. Zachary currently works with LPL Financial LLC. Prior to joining LPL, Zachary has worked with other firms like Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., and Northwest Bank. Zachary holds several licenses and certifications, including Series 7, 63, and 65. Zachary is a licensed investment advisor representative in Pennsylvania and offers a range of financial services including financial planning, portfolio management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/01/2023 - Present
LPL Financial LLC (ERIE PA)
PA
06/09/2021 - 07/26/2023
CETERA ADVISOR NETWORKS LLC (ERIE PA)
PA
10/24/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ERIE PA)
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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