Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Hunt is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Zachary has been in the financial industry for over 5 years. Zachary has licenses and registrations to conduct business in multiple states including North Carolina, Texas, Florida, Georgia, Kentucky, Mississippi, South Carolina, Tennessee, and Virginia. Zachary offers a range of investment advisory services including portfolio management, pension consulting, and educational seminars. Zachary also has experience with financial planning and selection of other advisors. Zachary's previous experience includes roles at Enterprise Holdings LLC, Go Time! Event Management, and WECT NEWS. Zachary is also the consultant and independent contractor for The Hunt is Over, LLC, a single member LLC in the wedding industry. Zachary has a Series 7TO, Series 66, and SIE. Zachary is committed to providing his clients with personalized financial advice to help them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
04/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ASHEVILLE NC)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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