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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 Mason is an investment advisor representative and a registered principal. Zachary has been in the financial services industry since August 2011 and currently works at Verus Capital Partners, LLC in Scottsdale, Arizona. Prior to joining Verus Capital Partners, Zachary was an advisor at Securities America, Inc. and Vanguard Marketing Corporation. Zachary is licensed to provide investment advice in 37 states, including Arizona, California, and Texas. Zachary also holds the Series 63, Series 65, and Series 24 securities licenses, and the SIE exam. In addition to his investment advisory work, Zachary also has experience with financial planning and portfolio management 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.
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
AZ
01/07/2015 - Present
Verus Capital Partners, LLC (SCOTTSDALE AZ)
AZ
10/14/2011 - 11/13/2020
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
08/08/2011 - 09/21/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 09/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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