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Zachary White

Moomoo Financial Inc.

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About Zachary White

Zachary White is a financial professional with over 2 years of experience in the financial services industry. Zachary has a strong understanding of the financial markets and investment strategies. Zachary holds FINRA Series 7TO and Series 63 licenses as well as the SIE exam and has a broad understanding of securities products. Currently, Zachary is a registered representative with Moomoo Financial Inc., a broker-dealer firm based in Jersey City, New Jersey. Zachary is registered to sell securities in all 50 states and the District of Columbia, allowing Zachary to serve clients across the United States.

Firm Information

Zachary White is currently registered with Moomoo Financial Inc.. Moomoo Financial Inc. is a Corporation that was formed on December 17, 2015. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zachary White’s Registration & Firm History

NJ

05/21/2024 - Present

Moomoo Financial Inc. (JERSEY CITY NJ)

TX

10/09/2023 - 05/13/2024

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BC

Issued 10/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary White.
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