Unclaimed
Zachary Johnson is a financial advisor with The Ameriflex Group, a firm headquartered in Las Vegas, Nevada. Zachary has been in the industry since June 2022. Zachary has a Series 7, Series 66, and SIE license. Zachary specializes in investment advisory services and has been registered as an investment advisor representative (IAR) in Colorado since June 2022. Zachary works with clients on a variety of financial needs, including financial planning, investment management, and retirement planning. Zachary is committed to helping his clients achieve their financial goals and build a secure financial future.
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.
Personalized portfolio management to meet individual financial objectives.
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
CO
06/28/2022 - Present
THE Ameriflex Group (Denver CO)
CO
06/09/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DENVER CO)
BOTH
Issued 06/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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