Derek R. Zachmann
Professional summary
Derek Ryan Zachmann is a registered financial professional currently at ASSETMARK BROKERAGE, LLC located in Concord, California.
Derek is registered as a RR (Registered Representative) and started their career in finance in 2000. Derek has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Derek Ryan Zachmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2015 - Present
ASSETMARK BROKERAGE, LLC
Office #1: 1655 Grant Street 10th Floor, Concord, CA, 94520January 21, 2010 - January 5, 2013
CURIAN CLEARING, LLC
January 10, 2006 - December 31, 2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
February 21, 2005 - December 31, 2005
INVESTMENT CENTERS OF AMERICA, INC.
February 21, 2005 - January 11, 2013
CURIAN CAPITAL, LLC
October 20, 2004 - December 31, 2005
INVESTMENT CENTERS OF AMERICA, INC.
September 7, 2001 - November 1, 2002
BERGER DISTRIBUTORS LLC
August 1, 2000 - July 5, 2001
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
ASSETMARK BROKERAGE, LLC
CRD#: 169804 / SEC#: , 8-69391
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Company Information
ASSETMARK BROKERAGE, LLC
CRD#: 169804Concord, CA 94520TRUST BUT VERIFY
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