Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachery? Claim Your ProfileZachery Saunders is a financial advisor at Confluence Financial Partners. He is licensed in Pennsylvania. Zachery has been a financial advisor since 2017 and is a CERTIFIED FINANCIAL PLANNER™. He is experienced in portfolio management for individuals and businesses, as well as financial planning. Zachery also provides pension consulting services and assists clients with selecting other advisors. Previously, Zachery worked at Raymond James Financial Services, Inc. and has a background in the financial industry. He holds the Series 7 and Series 66 securities licenses. Zachery provides advisory services to a wide range of clients, including individuals, businesses, trusts, pension and profit-sharing plans, and charitable organizations.
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.
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.
1
2
PA
07/02/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
06/09/2017 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEWICKLEY PA)
BOTH
Issued 07/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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