Unclaimed
Zachary Taylor Zimcosky is a financial advisor with Arkadios Wealth Advisors. Zachary is a registered representative and investment advisor representative with over 13 years of experience in the financial services industry. Zachary has a strong understanding of financial planning, retirement planning, and investment management. Zachary is committed to providing personalized financial advice and investment guidance to help clients achieve their financial goals.
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.
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
MI
08/16/2022 - Present
Arkadios Wealth Advisors (Livonia MI)
MI
04/06/2009 - 09/30/2022
KALOS CAPITAL, INC. (LIVONIA MI)
MI
08/21/2008 - 10/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
BOTH
Issued 09/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Zimcosky is the right advisor for you? Invested Better is here to help.