Zachary VelcofskyCRD Number: 7087404
Current Firm: Ameriprise Financial Services, LLC
Zachary Velcofsky (CRD# 7087404) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stratford, CT and has over 3 years of experience in the finance industry.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Citigroup Global Markets Inc.
|Ameriprise Financial Services Inc.||Stratford, CT||Mar 2019 - Current||3|
|Laz Parking||Hartford, CT||Dec 2014 - Mar 2019||4|
|Kutztown University||Kutztown, PA||Jun 2009 - May 2015||5|
|New Britain Rock Cats||New Britain, CT||Jun 2013 - Oct 2014||1|
|Wethersfield Country Club||Wethersfield, CT||May 2010 - Sep 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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