Zachary Howes (CRD# 5979036) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1863193
Primerica Advisors
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Denver, CO | Mar 2020 - Current | 4 |
| Transamerica Life Insurance Company | Denver, CO | Mar 2020 - Current | 4 |
| Unemployed | Broomfield, CO | May 2019 - Mar 2020 | < 1 |
| Edward Jones | Boulder, CO | Jun 2017 - May 2019 | 1 |
| Unemployed | Jersey City, NJ | Jan 2017 - Jun 2017 | < 1 |
| Fiscalnote | New York, NY | Mar 2016 - Jan 2017 | < 1 |
| Ping Hd | Jersey City, NJ | Oct 2014 - Mar 2016 | 1 |
| 24 Seven | New York, NY | Jun 2014 - Oct 2014 | < 1 |
| Deutsche Bank Securities Inc. | New York, NY | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- NJ
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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