Zachary E. Willner
Professional summary
Zachary Evan Willner, who also goes by Zachary Willner, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2013. Zachary has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Evan Willner's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2023 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003May 29, 2014 - May 8, 2023
MOELIS & COMPANY LLC
October 3, 2013 - June 3, 2014
BB&T SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/19/2023)
(4/8/2024)
Exams
FINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FINALIS, INC. | HOLDING COMPANY | |
| AZARY, DENNIS MICHAEL | CEO/CCO/FINOP | 2384263 |
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.
