Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Theis is a financial advisor at Raymond James & Associates, Inc., a firm with over $400 billion in assets under management. Zachary has been in the industry since 2018 and holds Series 6, 7, 63, and 66 licenses. Zachary has a strong focus on providing financial planning, investment management, and portfolio management services to individuals, businesses, and retirement plans. Zachary is also a business owner of JZD Wellness LLC where he teaches jiu-jitsu classes.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/18/2021 - Present
Raymond James & Associates, Inc. (DALTON GA)
NC
02/17/2021 - 06/04/2021
TRUIST INVESTMENT SERVICES, INC. (MURPHY NC)
VA
09/05/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/31/2018 - 08/27/2018
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
BOTH
Issued 01/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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