Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Tracy Sullivan is a financial advisor currently registered with PFS Investments Inc. in Largo, MD. Zachary has been in the industry since April 2005 and has a Series 6, Series 26, and Series 63 license. Zachary has held previous positions at PFS Investments Inc. in Largo, MD, Oxon Hill, MD and Duluth, GA. Zachary also holds a SIE license and specializes in investment company products/variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/02/2022 - Present
PFS Investments Inc. (LARGO MD)
MD
09/19/2018 - 12/31/2021
PFS INVESTMENTS INC. (LARGO MD)
MD
02/02/2015 - 12/31/2017
PFS INVESTMENTS INC. (OXON HILL MD)
GA
06/13/1995 - 02/24/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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