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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 Seabolt is a financial advisor who has been in the industry since November 2012. Zachary is currently registered with Ameriprise Financial Services, LLC and has branch offices in Atlanta, GA, Niceville, FL, and Destin, FL. Zachary has worked for a number of firms in the past including SA STONE WEALTH MANAGEMENT INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Zachary has passed the Series 66, Series 9, Series 10, SIE, and Series 7 exams. Zachary is also a registered investment advisor in Florida, Georgia, and Texas. Zachary specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Zachary also offers portfolio management services for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
GA
06/13/2023 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
FL
05/06/2021 - 09/16/2022
SA STONE WEALTH MANAGEMENT INC. (Santa Rosa Beach FL)
FL
08/02/2012 - 01/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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