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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Stuart Ashbee is a financial advisor with Kestra Private Wealth Services, LLC. Zachary has been in the financial services industry since January 10, 2000 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Zachary is a licensed investment advisor in Alabama and Texas. Zachary has worked with a variety of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Zachary provides financial planning, portfolio management, 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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2
AL
07/18/2024 - Present
Kestra Private Wealth Services, LLC (Mobile AL)
AL
05/31/2012 - 07/22/2024
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
AL
06/01/2009 - 06/21/2012
MORGAN STANLEY SMITH BARNEY (MOBILE AL)
AL
05/23/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
NY
01/10/2000 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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