Unclaimed
Zachary Scott Hall is a financial advisor based in Nashville, TN, with over 4 years of experience in the industry. Zachary is currently registered with Raymond James & Associates, Inc. where they specialize in providing financial planning, investment management, and retirement planning services to individuals, corporations, and other clients. Zachary has a Series 63, Series 79, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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
TN
09/05/2019 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
FL
04/02/2018 - 08/27/2019
HARBOR VIEW ADVISORS, LLC (NEPTUNE BEACH FL)
NY
09/03/2015 - 03/24/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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