Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Vincent Bainter is a financial advisor at Gerber Kawasaki Wealth & Investment Management in SANTA MONICA, California. Zachary is a Certified Financial Planner™ professional and has been in the industry since June 2009. Zachary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Zachary has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
1
2
CA
07/20/2010 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 12/17/2020
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
06/10/2009 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
BOTH
Issued 04/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Zachary Bainter is the right advisor for you? Invested Better is here to help.
