Michela Zacharczyk (CRD# 7819349) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zynergy Retirement Planning | Red Bank, NJ | Sep 2014 - Current | 9 |
| Zynergy Retirement Planning | Red Bank, NJ | Apr 2014 - Current | 10 |
| Unemployed | N/a, NJ | Mar 1981 - Sep 2014 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NJ
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts596ACCOUNTS
-
Average Account Value$219,822
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, NY
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