Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary McCown is a financial advisor with Steward Partners Investment Advisory, LLC. Zachary has been in the financial services industry since 2017. He holds the Series 66, Series 7 and SIE licenses. He is also a Certified Financial Planner. Zachary is registered to offer investment advice in several states, including Texas, New York, California, Florida, and more.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
07/01/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
07/06/2020 - 07/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
TX
08/29/2017 - 07/07/2020
EDWARD JONES (CASTROVILLE TX)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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