Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zack? Claim Your ProfileZack Kelly has been in the financial services industry since 2011. Zack is currently registered with Hornor, Townsend & Kent, LLC and holds Series 6, 7, 63 and 66 licenses along with the SIE. Prior to joining Hornor, Townsend & Kent, LLC, Zack was associated with ALLSTATE FINANCIAL SERVICES, LLC and MML INVESTORS SERVICES, LLC. Zack is a specialist in areas such as Retirement Planning, College Savings, Insurance, and Estate Planning.
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.
Trail commissions, distribution assistance fees
1
2
SC
06/29/2023 - Present
Hornor, Townsend & Kent, LLC (CHARLESTON SC)
SC
12/12/2016 - 12/16/2022
ALLSTATE FINANCIAL SERVICES, LLC (Charleston SC)
SC
03/14/2011 - 08/11/2011
MML INVESTORS SERVICES, LLC (MOUNT PLEASANT SC)
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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