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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc.

location

OWASSO, OK

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Hawley is a registered representative with GWN Securities Inc. Zachary has been in the securities industry since 2008. Zachary holds the Series 7, Series 66 and SIE licenses. Zachary specializes in financial planning and portfolio management. Zachary has previously worked at Legend Equities Corporation and AXA Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Wichita, KS

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Zachary McGill is a registered representative with Cambridge Investment Research Advisors, Inc., with a focus on providing financial planning and investment advisory services. Zachary McGill has been in the financial services industry since 2021 and holds Series 7TO, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc. | CFP ®,CFC ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

9 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Zachary Gildenberg is a financial professional with over 7 years of experience in the financial services industry. Zachary is registered with GWN Securities Inc. and holds a Series 66, Series 7, and SIE license. Zachary has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice. Zachary specializes in financial planning, portfolio management for individuals, market timing services, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Kearney, NE

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Lind is a financial advisor with Cambridge Investment Research Advisors, Inc. Zachary has been in the industry since 2017. Zachary has a Series 7, Series 63, and Series 66 license. Zachary is registered in the following states: Arizona, Colorado, Iowa, Kansas, Missouri, Nebraska, Oklahoma, Oregon, Texas, Virginia, and Wyoming. Zachary specializes in providing financial advice to individuals, families, and businesses. Zachary is also registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc., and offers financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Saginaw, MI

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Zachary Anson Moulton is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Saginaw, Michigan. Moulton has over 8 years of experience in the financial industry and holds licenses in numerous states including Alabama, Georgia, Iowa, Kansas, Michigan, Mississippi, Missouri, and Nebraska. He is also a registered Investment Advisor Representative in Michigan. Moulton specializes in financial planning, portfolio management, and providing investment advice to individuals, businesses, and retirement plans. Prior to joining Cambridge, he worked at Thrivent Investment Management Inc. in Saginaw, Michigan.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, IA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Hager is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fairfield, Iowa. Zachary has been in the industry since 2013. Zachary is a Registered Representative and Investment Advisor Representative. Zachary is licensed to provide financial advice in 52 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

0 Disclosures

ADVISOR BIO

Zachary Vanhorn is a Registered Representative associated with GWN Securities Inc. Zachary Vanhorn has 1 registration with the state of Pennsylvania. Zachary Vanhorn has passed the Uniform Combined State Law Examination. Zachary Vanhorn is also a Sales Representative for KADES-MARGOLIS, selling fixed annuities. Zachary Vanhorn has worked for Hometown Diner in Connellsville, PA, Dinkinc3 in Washington, PA, and GWN Securities Inc. in Palm Beach Gardens, FL.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

Pittsburgh, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Steven Blacka is a financial professional with over 5 years of experience in the industry. Zachary is currently registered with Centaurus Financial, Inc. and is located in Pittsburgh, Pennsylvania. Previously, Zachary worked at Trustmont Financial Group, Inc. Zachary has a strong background in securities and investment products, having passed the Series 6, Series 63 and SIE exams. Zachary specializes in providing financial planning, investment management, and educational seminars to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc. | CFC ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Zachary D Egbert is a financial professional who has been in the industry since August 2006. Zachary is currently registered with GWN Securities Inc. and has been with the firm since November 2012. Zachary holds a Series 66, Series 7, and SIE license, and is a Chartered Financial Consultant. Zachary has experience working with high-net-worth individuals and corporations. Zachary is also a Managing Partner at Egbert Wealth Management, a business that provides investment-related services and financial planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Tempe, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Makawi is a financial advisor who has been in the industry since 2013. Zachary has a Series 66, Series 7 and SIE license. Zachary currently works at Cambridge Investment Research Advisors, Inc. and has previously worked at NEXT FINANCIAL GROUP, INC.. Zachary is a Certified Financial Planner. Zachary works with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Zachary provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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