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Kevin Zacharewicz

CRD# 1466112·Registered 1986 - 1989
Previously Registered: Being a previously registered professional could mean that Kevin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Kevin Zacharewicz, who also goes by Kevin Zacharewicy, Zack Zacharewicz, Kevin Zack, was a registered financial advisor. Kevin was a previously registered financial professional and started their career in finance 1986 - 1989. Kevin had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Zacharewicy, Zack Zacharewicz, Kevin Zack

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

U.S. ADVISORS, INC.·CRD# 10721
BD
March 29, 1989 - April 11, 1989
L.M. BASS SECURITIES, INC.·CRD# 22641
BD
November 1, 1988 - April 25, 1989
F.D. ROBERTS SECURITIES, INC.·CRD# 693
BD
Paramus, NJ
June 17, 1986 - November 3, 1988

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Current Firm

UA
U.S. ADVISORS, INC.

GFA SECURITIES, INC. | UNIMARC SECURITIES CORPORATION | U.S. ADVISORS, INC. | OPTIMUS FINANCIAL GROUP, INC.

CRD#: 10721 / SEC#: 8-27129
BD
Terminated by FINRA on 09/29/1990

Contact Information

Established

California since 03/16/1981

Firm Type

Corporation

Documents

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1986About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 1986About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 1988About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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