Zach Estrada
Highly motivated Consultant helping Investment Advisors transition to the Independent RIA model. Deeply involved in the transition process... | Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States
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Zach Estrada’s Emails za****@sc****.com
Zach Estrada’s Phone Numbers No phone number available.
Social Media
Zach Estrada’s Location Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States
Zach Estrada’s Expertise Highly motivated Consultant helping Investment Advisors transition to the Independent RIA model. Deeply involved in the transition process from beginning to end, I assist advisors with setting up their firm and help to establish their partnership with Charles Schwab Advisor Services as custodian of their client assets. FINRA Series 7, 63, 9 & 10 licensed.
Zach Estrada’s Current Industry Charles Schwab
Zach
Estrada’s Prior Industry
Fidelity Investments
|
Charles Schwab
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Work Experience
Charles Schwab
Senior Conversion Consultant, Advisor Conversion Services
Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Charles Schwab
Conversion Consultant, Advisor Conversion Services
Tue Sep 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Sr. Brokerage Specialist, Institutional
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Brokerage Specialist, Institutional
Thu Nov 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Financial Representative
Mon May 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Zach Estrada Email Addresses
FAQ About Zach Estrada
-
Zach Estrada is located at
Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States -
Zach Estrada is a
Highly motivated Consultant helping Investment Advisors transition to the Independent RIA model. Deeply involved in the transition process from beginning to end, I assist advisors with setting up their firm and help to establish their partnership with Charles Schwab Advisor Services as custodian of their client assets. FINRA Series 7, 63, 9 & 10 licensed. Charles Schwab -
Zach Estrada currently works in the
Charles Schwab -
Zach Estrada specializes in
Highly motivated Consultant helping Investment Advisors transition to the Independent RIA model. Deeply involved in the transition process from beginning to end, I assist advisors with setting up their firm and help to establish their partnership with Charles Schwab Advisor Services as custodian of their client assets. FINRA Series 7, 63, 9 & 10 licensed. -
Zach Estrada speaks the following languages:
No languages available. -
Zach Estrada has prior experience in the following industries:
Charles Schwab , Charles Schwab , Charles Schwab , Fidelity Investments -
Zach Estrada has the following professional experience:
Charles Schwab , Charles Schwab , Charles Schwab , Charles Schwab , Fidelity Investments . -
You can view Zach Estrada’s
LinkedIn profile at LinkedIn URL. -
Zach Estrada’s work email addresses are
[email protected] . -
Zach Estrada works at
Charles Schwab
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