Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Holloway is a financial advisor who has been in the industry since 2017. Currently, Zachary is registered as a registered representative with LPL Financial LLC in Minnesota and Wisconsin. Zachary is a Series 66, Series 7 and SIE licensed financial advisor, and has experience with Edward Jones, Cetera Advisor Networks LLC and Waddell & Reed. Zachary has worked in Maple Grove, Minnesota for the majority of career. The firm LPL Financial LLC is headquartered in Fort Mill, South Carolina. The firm has more than 1910545 clients, and the firm has a total of $463,475,486,343 in regulatory assets under management. LPL Financial LLC specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars, as well as other services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
07/21/2021 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
02/04/2020 - 07/21/2021
WADDELL & REED (MAPLE GROVE MN)
MN
03/12/2018 - 02/04/2020
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
04/10/2017 - 11/07/2017
EDWARD JONES (MINNEAPOLIS MN)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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