Zachary Falconer (CRD# 6530776) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ada, MI and has over 8 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Ada, MI | Nov 2016 - Current | 7 |
| Charles Schwab & Company, Inc. | Ada, MI | Jul 2015 - Current | 8 |
| Hyatt Regency Scottsdale | Scottsdale, AZ | Aug 2013 - Jul 2015 | 1 |
| Arizona State University | Tempe, AZ | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- MI
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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