Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Sell is a financial advisor with Avantax Planning Partners, Inc. Zachary has been in the financial services industry since 2015. Zachary is registered to provide investment advice in several states including Pennsylvania, Alabama, Arizona, California, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, Montana, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington. Zachary specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
PA
02/05/2024 - Present
Avantax Planning Partners, Inc. (Seven Fields PA)
TX
02/05/2024 - 02/05/2024
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
PA
08/24/2018 - 08/24/2021
MORGAN STANLEY (Sewickley PA)
PA
08/08/2016 - 03/08/2018
SCOTTRADE, INC. (WEXFORD PA)
PA
02/23/2016 - 07/18/2016
PNC INVESTMENTS (PITTSBURGH PA)
FL
10/14/2015 - 12/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MD
02/10/2015 - 08/17/2015
NYLIFE SECURITIES LLC (TIMONIUM MD)
BC
Issued 05/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Sell is the right advisor for you? Invested Better is here to help.
