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 Volousky is a registered representative and investment advisor representative with LPL Financial LLC. Zachary Ryan Volousky has been in the financial services industry since November 11, 2013. Zachary Ryan Volousky has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7) exams. Zachary Ryan Volousky is registered with the Financial Industry Regulatory Authority (FINRA) and the state of South Carolina. Zachary Ryan Volousky was previously registered with First Southeast Investor Services, Inc.. Zachary Ryan Volousky is associated with LPL Financial LLC's Charleston, South Carolina branch office. LPL Financial LLC is a registered investment advisor and broker-dealer with offices in Fort Mill, South Carolina. LPL Financial LLC provides a range of financial services, including investment management, financial planning, and retirement planning. LPL Financial LLC manages over $463 billion in assets for individual and institutional clients.
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
SC
05/14/2014 - Present
LPL Financial LLC (CHARLESTON SC)
SC
11/12/2013 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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