Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Scott Rigdon is a financial professional with over 18 years of experience in the industry. Zachary has a strong background in investment advisory services, providing comprehensive financial planning and portfolio management for individuals, corporations, and charitable organizations. Zachary is a registered representative with Eagle Strategies LLC, a firm that specializes in managing investments for a wide range of clients. Prior to joining Eagle Strategies LLC, Zachary worked at Morgan Stanley DW Inc. where he gained valuable experience in the financial services industry. Zachary has a strong understanding of the financial markets and is committed to helping clients achieve their 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
02/14/2011 - Present
Eagle Strategies LLC (SAN RAMON CA)
NY
10/05/2004 - 06/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/7/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/4/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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