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 Sanctis is a financial advisor in the Pittsburgh area. Zachary has over seven years of experience in the financial services industry and is registered to provide investment advice in several states, including Pennsylvania, Florida, and Texas. Zachary is associated with Robert W. Baird & Co. Inc., a firm with a strong track record of serving individual investors, businesses, and institutions. Prior to joining Robert W. Baird & Co. Inc., Zachary worked with J.J.B. HILLIARD, W.L. LYONS, LLC and Federated Securities Corp. Zachary is a dedicated professional with a commitment to providing his clients with personalized financial guidance and tailored investment strategies.
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.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
PA
06/12/2021 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
09/19/2018 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Cranberry Township PA)
PA
09/17/2015 - 09/26/2018
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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