Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary T Holmes is a registered representative with J.P. Morgan Securities LLC. Zachary Holmes has been in the industry since May 2022. Zachary Holmes has 7 active registrations with state regulators and 1 active registration with FINRA. Zachary Holmes is also a registered investment advisor representative in Texas. Zachary Holmes has passed the Series 66, Series 7TO, and SIE exams. Zachary Holmes is currently licensed in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas. Zachary Holmes specializes in various areas, including Investment Advisory Services, Portfolio Management for Individuals, Pension Consulting, 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/26/2024 - Present
J.p. Morgan Securities LLC (COPPELL TX)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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