Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gitomer is a financial professional with over 10 years of experience in the securities industry. He currently works at Independence Point Securities LLC. Before joining Independence Point Securities LLC, Zachary worked at Citigroup Global Markets Inc. and Bank of America Securities. Zachary is a Series 7TO, Series 63 and Series 79 licensed advisor. He is registered with FINRA and holds a current registration in New York.
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.
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.
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NY
05/16/2022 - Present
Independence Point Securities LLC (New York NY)
NY
04/29/2021 - 01/04/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
05/10/2019 - 04/27/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
08/22/2011 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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