Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary M. Taylor is a financial advisor with Charles Schwab & Co., Inc. and is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and an Investment Adviser Representative. Zachary is also registered as a broker-dealer in 22 states and a Investment Advisor in 2 states. Zachary has been in the financial industry since 2018 and currently is employed by Charles Schwab & Co., Inc. in Indianapolis, Indiana. Zachary specializes in providing financial planning and portfolio management services for individuals and businesses. Zachary is associated with Charles Schwab & Co., Inc. since August 2018.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 9/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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