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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Omanson is an investment advisor representative with Avantax Advisory Services. Zachary has been in the financial services industry since 2008. Zachary has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and insurance services. Zachary has passed the Series 6, 7, 26, 63 and 65 exams.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
10/04/2022 - Present
Avantax Advisory Services (Boca Raton FL)
FL
07/22/2022 - 09/30/2022
B. RILEY WEALTH MANAGEMENT (BOCA RATON FL)
FL
01/25/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
06/27/2014 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (BOYNTON BEACH FL)
FL
10/01/2012 - 07/08/2014
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
10/24/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOYNTON BEACH FL)
KS
03/04/2010 - 03/04/2011
LPL FINANCIAL LLC (OVERLAND PARK KS)
CO
03/03/2008 - 03/08/2010
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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