Zachary M. Amrein
Professional summary
Zachary Mcdonald Amrein is a registered financial professional currently at STONEGATE CAPITAL MARKETS, INC. located in Dallas, Texas.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 1 firm and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary Mcdonald Amrein's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 13, 2022 - Present
STONEGATE CAPITAL MARKETS, INC.
Office #1: 500 Crescent Court Suite 370, Dallas, TX 75201State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/29/2024)
(7/29/2024)
(12/12/2023)
Exams
Series 99TO
Date: 4/30/2024
Operations Professional ExaminationSeries 7TO
Date: 12/13/2022
General Securities Representative ExaminationFINRA
Current Firm
STONEGATE CAPITAL MARKETS, INC.
CRD#: 6376 / SEC#: , 8-17359
Contact information
FINRA licenses (22 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
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Company Information
STONEGATE CAPITAL MARKETS, INC.
CRD#: 6376Dallas, TX 75201TRUST BUT VERIFY
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