Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Todd Staheli is a registered representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, Pennsylvania. Zachary has been in the financial services industry since October 2018. Zachary has a Series 66 license, Series 24 license, Series 7 license and a SIE license. Zachary previously worked with DFPG INVESTMENTS, INC. in Sandy, Utah.
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.
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.
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.
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AZ
08/03/2023 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
UT
08/13/2018 - 05/03/2019
DFPG INVESTMENTS, INC. (Sandy UT)
BOTH
Issued 10/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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