Unclaimed
Zane Ellis Eschbaugh is a financial advisor with Raymond James Financial Services Advisors, Inc. Zane is a registered representative and investment advisor representative with 7 years of experience in the financial industry. Zane is licensed to provide advisory services in multiple states. Zane specializes in helping individuals, businesses, and institutions build and manage their financial futures. Zane's commitment to providing personalized service has made him a respected and trusted advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
03/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
WV
03/18/2019 - 02/08/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PARKERSBURG WV)
OH
10/20/2017 - 03/15/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
WV
02/06/2017 - 09/27/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PARKERSBURG WV)
OH
11/16/2016 - 12/21/2016
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
09/26/2016 - 11/07/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
BOTH
Issued 07/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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