Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary Young is a financial advisor with B. Riley Wealth Advisors, Inc. based in Boston, MA. Zackary has over 20 years of experience in the financial services industry. Zackary has been a registered representative in Massachusetts since 2001. Prior to joining B. Riley Wealth Advisors, Zackary worked at National Securities Corporation, Moors & Cabot, Inc., Ameriprise Financial Services, Inc., Cantella & Co., Inc., LPL Financial LLC, Stifel, Nicolaus & Company, Incorporated and Citigroup Global Markets Inc. Zackary specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. Zackary is also a registered investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/24/2021 - Present
B. Riley Wealth Advisors, Inc. (BOSTON MA)
MA
06/21/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
04/08/2015 - 06/21/2021
MOORS & CABOT, INC. (BOSTON MA)
RI
07/25/2014 - 03/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PROVIDENCE RI)
MA
12/09/2013 - 07/21/2014
CANTELLA & CO., INC. (BOSTON MA)
MA
09/26/2012 - 12/18/2013
LPL FINANCIAL LLC (BOSTON MA)
MA
11/13/2007 - 08/18/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
11/07/2001 - 11/30/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 11/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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