Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Sokora is a financial advisor with Raymond James & Associates, Inc. based in Little Rock, Arkansas. Zachary has been in the financial services industry since October 24, 2019. Zachary is registered with the state of Arkansas as both a Broker-Dealer and Investment Advisor Representative. Zachary holds a Series 7, Series 63, and Series 65 license and is qualified to offer investment advisory services and securities products. Zachary's previous experience includes positions at Stephens Inc. and BOK Financial Securities, Inc.. Zachary is also a partner in The Big Short LLC, a rental real estate business.
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
AR
05/07/2024 - Present
Raymond James & Associates, Inc. (Little Rock AR)
AR
09/06/2022 - 05/02/2024
STEPHENS (LITTLE ROCK AR)
AR
10/16/2019 - 08/31/2022
BOK FINANCIAL SECURITIES, INC. (Little Rock AR)
IA
Issued 01/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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