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Zachery Harry Economos

W & S Brokerage Services, Inc.

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About Zachery Harry Economos

Zachery Economos is a financial professional with over 20 years of experience in the industry. Zachery is currently registered with W&S Brokerage Services, Inc. and is licensed to provide securities and investment advisory services in several states. Previously, Zachery was registered with MetLife Securities Inc. and Metropolitan Life Insurance Company. Zachery holds a Series 6 and Series 63 license as well as the SIE exam. Zachery specializes in individual portfolio management and selection of other advisors.

Firm Information

Zachery Economos is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachery Economos’s Registration & Firm History

PA

02/27/2015 - Present

W&S Brokerage Services, Inc. (MONACA PA)

PA

05/11/1999 - 01/28/2015

METLIFE SECURITIES INC. (BEAVER FALLS PA)

PA

05/11/1999 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MONACA PA)

NY

10/23/1998 - 04/01/1999

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

10/23/1998 - 04/01/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachery Harry Economos.
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