Zachary BisharaCRD Number: 6504081
Current Firm: Ubs Financial Services Inc.
Zachary Bishara (CRD# 6504081) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services||Weehawken, NJ||Apr 2017 - Current||4|
|Laidlaw And Company||New York, NY||Jun 2015 - Apr 2017||1|
|Benihana||Edison, NJ||Oct 2014 - May 2015||< 1|
|Sodexo Inc.||Belleville, NJ||Aug 2014 - Oct 2014||< 1|
|Montclair State University||Montclair, NJ||Aug 2010 - Aug 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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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