Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Ryan Schroer is a financial advisor with over 20 years of experience in the industry. Zachary is registered with LPL Financial LLC and is licensed in Indiana and Texas. He has a strong track record of success, and is committed to providing clients with personalized financial advice. Zachary previously worked for Raymond James & Associates, Inc., Strong Investments, Inc., Charles Schwab & Co., Inc., Raymond James Financial Services, Inc., Morgan Stanley DW Inc., and Banc One Securities Corporation. Zachary is a licensed Series 6, 7, 31, and 63 and Series 66 advisor and holds the Series SIE exam.
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.
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2
IN
03/28/2019 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
04/14/2004 - 03/18/2008
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD IN)
WI
02/19/2003 - 03/03/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
TX
03/28/2002 - 10/21/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
07/02/2001 - 01/17/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
08/23/2000 - 06/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
05/23/2000 - 09/25/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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