Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary William Guffy is a financial advisor with Beacon Pointe Advisors, LLC, where he has been registered as an Investment Advisor Representative since July 2020. Zachary is also registered with the state of Arizona as an Investment Advisor Representative. Previously, Zachary was associated with J.P. Morgan Securities LLC in Houston, Texas from August 2018 until June 2020. Zachary Guffy holds FINRA Series 7, 63 and 65 licenses, and the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting 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.
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AZ
11/18/2020 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
TX
08/06/2018 - 06/30/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
IA
Issued 09/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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