Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Ellis is a financial advisor at Rockport Wealth Advisors, a firm headquartered in Fairview Park, OH. Zachary has been in the financial services industry since February 2024 and is registered to provide investment advice in Ohio. Zachary holds a Series 65 license and has experience working with high-net-worth individuals, corporations and charitable organizations. The firm offers a variety of financial planning and investment advisory services to their clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
10/07/2024 - Present
Rockport Wealth Advisors (Youngstown OH)
Active
Inactive
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