ZC
CFP · ChFC
ZC
CFP · ChFC
Zion Chaflawee is a CFP, ChFC-designated registered investment advisor, based in Rockville, MD, with 6 years of industry experience.
Location
Rockville, MD
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Regulatory History
Clean regulatory record
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
Zion assists applicants with health insurance and sells group insurance through Principal. These activities take a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 5 mos
Cetera Wealth Services, LLCBroker
February 2026 - Present · 5 mos
Cetera Wealth Services, LLC
February 2026 - Present · 5 mos
Previous Registrations
LPL Enterprise, LLCBroker
November 2024 - February 2026 · 1 yr 3 mos
LPL Enterprise, LLC
November 2024 - February 2026 · 1 yr 3 mos
Prudential Financial Planning Services
February 2024 - November 2024 · 9 mos
Pruco Securities, LLC.Broker
February 2024 - November 2024 · 9 mos
Eagle Strategies LLC
November 2022 - February 2024 · 1 yr 3 mos
Nylife Securities LLCBroker
April 2019 - February 2024 · 4 yrs 10 mos
State Registrations4 states
CADCMDVA
AdvisorBrokerBoth
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
No exam information available for this advisor.