Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Littleton is an investment advisor representative at Oxford Financial Group, Ltd. Zachary has been in the industry since 2007 and has been registered with Oxford Financial Group, Ltd. since 2021. Prior to joining Oxford Financial Group, Ltd., Zachary was employed at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Zachary holds Series 6, 7, 63, and 65 licenses. Zachary specializes in financial planning, pension consulting, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors.
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.
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IN
11/18/2021 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
MI
05/05/2011 - 08/27/2021
J.P. MORGAN SECURITIES LLC (Grand Rapids MI)
IL
03/15/2007 - 05/06/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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