Zachary Slabotsky is a CFP-designated registered investment advisor, based in Birmingham, MI, with 10 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Birmingham, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is a registered representative with Society for Lifetime Planning and Kestra Advisory Services, providing financial and investment advisory services, taking nearly full-time hours. He is also an insurance agent selling term life and fixed annuities, dedicating a few hours per week, and serves on the finance committee for JFMD and as a board member for Knollwood Country Club.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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