Unclaimed
Zachary Tussel is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Zachary has been working in the financial services industry since November 2017. Zachary is licensed in several states, including North Carolina, South Carolina and Texas. Zachary is a financial advisor at Raymond James Financial Services Advisors, Inc., which is a large firm headquartered in St. Petersburg, Florida. Raymond James provides a variety of financial services, including investment advisory, brokerage and insurance services. Raymond James serves a variety of client types, including individuals, high-net-worth individuals, corporations, businesses and retirement plans. Raymond James has a strong reputation for providing its advisors with the resources and support that they need to be successful. Zachary is committed to helping his clients achieve their financial goals and objectives.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (DENVER NC)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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