Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Yaklin is an investment advisor representative registered with Raymond James Financial Services, Inc. He has been in the securities industry since October 20, 2004, and has experience with a variety of firms, including Wells Fargo Clearing Services, LLC and Deutsche Bank Securities Inc. Zachary is a Series 7 and Series 63 licensed individual. He also holds the SIE and Series 52 licenses. Zachary has a strong background in investment management, financial planning, and client service. He is committed to providing his clients with personalized financial advice and solutions to help them achieve their financial goals.
Traverse City, MI
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
MI
01/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Traverse City MI)
CA
02/09/2017 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
06/19/2013 - 10/26/2016
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
TX
03/27/2007 - 01/14/2008
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
CA
02/02/2004 - 05/25/2006
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CA
05/15/2000 - 01/22/2004
FINACORP SECURITIES (IRVINE CA)
MI
03/25/1998 - 05/15/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 1/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/30/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 3/24/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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