Zachary M. Mahoney
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 Mark Mahoney, CFP®, who also goes by Zach Mark Mahoney, was a registered financial professional .
Zachary is a previously registered financial professional and started their career in finance in 2004. Zachary had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2021
Experience
June 8, 2020 - April 28, 2023
Z MARK FINANCIAL LLC
October 2, 2007 - March 11, 2008
GLOBAL PORTFOLIO STRATEGIES, INC.
December 6, 2004 - March 11, 2008
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
October 8, 2004 - December 6, 2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
Z MARK FINANCIAL LLC
CRD#: 307315 / SEC#:
Contact information
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.
