Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Drescher is a financial advisor registered with Stewardship Advisors, LLC. Zachary has been working in the financial services industry since 2012 and has held previous roles with Private Client Services, LLC and Cambridge Investment Research, Inc. Zachary earned the Series 66, Series 7 and SIE licenses. Zachary holds a state license in Pennsylvania and is currently actively registered. Zachary specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services. Zachary focuses on providing these services to individuals, high-net-worth individuals, corporations, and charitable organizations. Zachary is affiliated with Stewardship Advisors, LLC and their office is located in Mount Joy, Pennsylvania.
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.
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
PA
01/03/2017 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
10/14/2016 - 10/26/2018
PRIVATE CLIENT SERVICES, LLC (Mount Joy PA)
PA
03/23/2016 - 10/20/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MOUNT JOY PA)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Zachary Drescher is the right advisor for you? Invested Better is here to help.
