Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Pipoly is an investment advisor representative at Manning & Napier Advisors, LLC. Zachary has been in the financial services industry for over 2 years. Zachary holds the Series 7, Series 66, and SIE securities licenses. Zachary has experience working with individuals, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and other investment advisors. Zachary is registered with the states of Florida, New York, Ohio and Texas. Previously, Zachary worked at Raymond James & Associates, Inc. in Beachwood, Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
OH
09/11/2024 - Present
Manning & Napier Advisors, LLC (Strongsville OH)
OH
03/01/2022 - 09/05/2024
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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