Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zebulon? Claim Your ProfileZebulon Adam McKinzey is an investment advisor representative with Ameriprise Financial Services, LLC. Zebulon has been working in the financial services industry since October 2007. Zebulon is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia and Washington. Zebulon has Series 6, 7, 31 and 63 securities licenses and is also a Series 65 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.
Asset allocation services
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
GA
10/12/2021 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
GA
02/13/2013 - 01/22/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
05/04/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
05/23/2011 - 05/02/2012
WELLS FARGO ADVISORS, LLC (CUMMING GA)
CO
10/08/2007 - 03/15/2011
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
Issued 07/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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