Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Perry is a financial advisor and has been in the industry since 1995. Currently, Zachary is registered with Robertson Stephens and has a Series 6 license. Previously, Zachary was registered with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in San Mateo, CA. Zachary Perry is also a Chartered Financial Analyst. Zachary Perry is currently working in San Francisco, CA, and Mill Valley, CA.
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.
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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CA
03/03/2020 - Present
Robertson Stephens (SAN FRANCISCO CA)
CA
12/13/1995 - 08/15/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 11/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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