Zachary K. Klehr
Professional summary
Being a previously registered professional could mean that this person 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.
Zachary K Klehr, who also goes by Zach Klehr, was a registered financial professional .
Zachary is a previously registered financial professional and started their career in finance in 2000. Zachary had worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 3, Series 62 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2021 - April 19, 2023
INVESTORLINK CAPITAL MARKETS, LLC
August 1, 2016 - March 26, 2019
FS INVESTMENT SOLUTIONS, LLC
September 26, 2000 - May 17, 2005
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 62
Date: 9/25/2000
Corporate Securities Limited Representative ExaminationCurrent Firm
INVESTORLINK CAPITAL MARKETS, LLC
CRD#: 311596 / SEC#: , 8-70629
Contact information
Documents
Red Flags
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.
