Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary John Flodeen is a financial advisor with Evoke Advisors. Zackary has been in the financial industry since 2004. Zackary holds the Series 7, Series 10, Series 9, Series 63, and Series 66 licenses, and the SIE exam. Zackary is also a Certified Financial Planner. He has worked with various financial institutions including Charles Schwab & Co., Inc. and Vanguard Marketing Corporation. Currently, Zackary is licensed in Arizona and California.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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AZ
09/12/2023 - Present
Evoke Advisors (Glendale AZ)
AZ
05/08/2021 - 08/29/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
02/15/2011 - 04/22/2013
ING INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
11/17/2006 - 01/31/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
WI
06/17/2005 - 10/25/2006
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
MN
04/12/2005 - 05/10/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
06/24/2004 - 02/10/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/2004 - 02/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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