Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Twain Avery is a financial advisor with Truist Advisory Services, Inc.. Zachary has been in the industry since 2008. Zachary is licensed in 28 states, including Georgia, Alabama, and Florida. Zachary is a registered representative with FINRA and is also registered with the Securities and Exchange Commission (SEC). Zachary has a Series 7 and Series 63 license, as well as the Series 65 license for investment advisor representatives.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
GA
05/08/2019 - Present
Truist Advisory Services, Inc. (COLUMBUS GA)
GA
09/17/2015 - 05/09/2019
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
AL
05/15/2012 - 09/21/2015
PNC INVESTMENTS (AUBURN AL)
GA
08/12/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
10/24/2008 - 08/10/2009
SECURITIES AMERICA, INC. (LAWRENCEVILLE GA)
GA
09/29/2007 - 03/05/2008
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IA
Issued 11/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Avery is the right advisor for you? Invested Better is here to help.
