Zachary C. Taylor
Professional summary
Zachary Charles Taylor, who also goes by Zachary Taylor, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2019. Zachary has worked at 2 firms and has passed the Series 63, Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Charles Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 26, 2024 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901June 17, 2019 - December 31, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 14, 2019 - December 31, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, 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
(3/27/2024)
(4/3/2024)
(3/27/2024)
Exams
Series 7TO
Date: 2/23/2024
General Securities Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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