Unclaimed
Zachary Buckland is a financial advisor with Silver Oak Securities, Inc. Zachary is registered with the state of Tennessee and holds the Series 66, Series 7 and SIE licenses. He is a financial advisor with over 10 years of experience in the industry, working for Silver Oak Securities, Inc. since 2011. Zachary also works as a partner for D&B Accounting & Financial Group, PLLC, specializing in tax preparation and planning. Zachary is also a partner for D&B Group, managing rental properties. In addition, Zachary works as a sole proprietor, offering life insurance and fixed/index annuities. Zachary is a committed and experienced financial advisor, ready to help you achieve your financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
11/15/2012 - Present
Silver OAK Securities, Inc. (JACKSON TN)
BOTH
Issued 12/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Buckland is the right advisor for you? Invested Better is here to help.