ADVISOR BIO

Zachary Anargiros Frangos is an investment advisor representative and is active in both the broker-dealer and investment advisor arenas. Zachary has been working in the financial industry since December of 1982. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the firm's Westlake Village, California branch. Zachary has passed the Series 63, Series 65, and Series 7 exams. Zachary also holds a Series 8, Series 9, Series 10, Series 31, and Series 5 licenses. He has worked for Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. in the past.

SPECIALIZATIONS

ADVISOR BIO

Zachary Perry is a financial advisor and has been in the industry since 1995. Currently, Zachary is registered with Robertson Stephens and has a Series 6 license. Previously, Zachary was registered with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in San Mateo, CA. Zachary Perry is also a Chartered Financial Analyst. Zachary Perry is currently working in San Francisco, CA, and Mill Valley, CA.

SPECIALIZATIONS

ADVISOR BIO

Zachary Dean Unger is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Zachary has been in the securities industry since 2020 and is registered in 48 states. Zachary's firm is based in New York, New York.

SPECIALIZATIONS

ADVISOR BIO

Zachary Vail is a financial advisor with Ameriprise Financial Services, LLC. Zachary has been in the financial services industry since October 5, 2008. Zachary is registered to provide investment advice in California, Arizona, Idaho, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, and Washington. Zachary holds the Series 66, Series 7, and SIE securities licenses. Zachary specializes in providing financial advice to individuals, businesses, corporations, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Zachary Harless is a financial advisor with Wells Fargo Clearing Services, LLC. Zachary has been in the industry since 2010. Zachary holds Series 6, 7, 63 and 66 licenses. Zachary works in the Manteca, CA office. Zachary also has a previous registration with BBVA Compass Investment Solutions, Inc. and BBVA Securities Inc.

SPECIALIZATIONS

ADVISOR BIO

Zachary Charles Brown is a financial advisor with Edward Jones, an investment firm with over 20,000 employees. Zachary has been in the financial services industry since 2005 and has a Series 7 and Series 66 license. He has experience in financial planning, pension consulting, selection of other advisors and portfolio management for individuals and businesses. Zachary has provided investment advice to thousands of clients in various states including California, Texas, Arizona, Florida, Idaho, Colorado, and more.

SPECIALIZATIONS

ADVISOR BIO

Zachary John Diskin is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Zachary has been in the financial services industry for a short period of time, starting his career in 2021 with Laurel Wealth Advisors. Zachary is registered as an Investment Advisor Representative in California and passed the Uniform Investment Adviser Law Examination in October of 2022. Zachary is currently located in Carlsbad, California and serves clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Integrated Wealth Concepts LLC is headquartered in Waltham, Massachusetts and is a registered investment advisor with assets under management of over 13 Billion dollars.

SPECIALIZATIONS

ADVISOR BIO

Zachary Madick is an investment advisor representative at Perennial Financial Services. Zachary has been in the industry since 2013. Zachary specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Zachary is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Zachary Carson is a financial advisor registered with Ameriprise Financial Services, LLC. Zachary has been in the financial industry for approximately two years. Zachary is registered to provide financial advice in California.

SPECIALIZATIONS

ADVISOR BIO

Zachary Jablonski is a financial advisor with Cuso Financial Services, LP. Zachary has been in the financial industry since 2020. He is a registered representative in Ohio and Pennsylvania and is also a licensed Investment Advisor Representative in Ohio and Pennsylvania. Zachary has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS