Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Stuart is an investment advisor representative at LPL Financial LLC, a firm with more than $50 billion in assets under management. Zachary has been in the financial industry since June 2016, with prior experience at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Zachary is registered to provide advisory services in California, Arizona, Florida, and Oregon. Zachary's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. Zachary is committed to helping clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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CA
01/04/2023 - Present
LPL Financial LLC (SAN JUAN CAPISTRANO CA)
CA
01/02/2018 - 02/22/2021
J.P. MORGAN SECURITIES LLC (LADERA RANCH CA)
CA
09/01/2016 - 12/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA MARGARITA CA)
CA
07/10/2014 - 08/08/2016
AXA ADVISORS, LLC (WOODLAND HILLS CA)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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