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Zachary Samson Tax

Foreside Fund Services, LLC

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About Zachary Samson Tax

Zachary Samson Tax is a registered representative with Foreside Fund Services, LLC. Zachary has been in the securities industry since April 14, 2018. Zachary is registered with the following securities licenses: Series 7, Series 79, Series 63, Series 7TO and SIE. Zachary is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the securities regulators in 51 states. Zachary was previously registered with Deutsche Bank Securities Inc.

Firm Information

Zachary Tax is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Zachary Tax’s Registration & Firm History

NY

07/26/2023 - Present

Foreside Fund Services, LLC (NEW YORK NY)

NY

09/13/2014 - 12/23/2019

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Samson Tax.
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