Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachry? Claim Your ProfileZachry Marshall is a financial advisor based in Tampa, Florida. Zachry has been in the industry since 2011. Zachry is currently registered with Cambridge Investment Research Advisors, Inc. and is also registered with the states of Alabama, Florida, Georgia, Kansas, Maryland, Massachusetts, Mississippi, and Texas. Previously Zachry worked for FIRST COMMAND FINANCIAL PLANNING, INC. Zachry has a Series 6, Series 63 and Series 65 license, and is also a Registered Representative. Zachry also has a Series SIE license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
07/13/2023 - Present
Cambridge Investment Research Advisors, Inc. (Tampa FL)
FL
09/12/2011 - 03/02/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (Davie FL)
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachry Marshall is the right advisor for you? Invested Better is here to help.
