Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Taylor Menking is a financial advisor in Dallas, Texas. Zachary is registered with M Holdings Securities, Inc., and has been in the industry since April 2022. Zachary has passed the Series 66, Series 24, Series 52TO, Series 99TO, Series 7TO, and SIE exams. Zachary has previous experience with Prospera Financial Services, Inc. and currently serves clients in Oregon and Texas. Zachary is licensed to provide investment advice and securities trading for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment 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.
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.
1
2
TX
03/05/2024 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
04/13/2022 - 03/06/2024
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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