Zak Fourari
Co-Founder, LPL Financial Advisor at AdviceWise Financial
- Role
- Co-founder, Lpl Financial Advisor at Advicewise Financial
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Co-founder, Lpl Financial Advisor
May 2021 — Present · Safety Harbor, FL, US
AdviceWise Financial LLC935 Main Street, STE B1Safety Harbor, FL 34695Direct: and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The Financial Professional associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Security registrations held through LPL Financial.
Education
University of South Florida
Finance & International Business
University of South Florida
Business Administration and Management, General
Skills
- Insurance
- Mutual Funds
- Finance
- Financial Services
- Financial Advisory
- Retirement Planning
- Customer Experience
- Team Leadership
- Risk Management
- Investments
- Series 66 License
- Life Insurance
- Small Business Lending
- Series 7
- Financial Analysis
- Loans
- Retail Banking
- Credit
- Credit Analysis
- Commercial Banking
- Series 7 License
- Banking
- Relationship Management
- Management
- Portfolio Management
- Trust Services
- Florida Life, Health and Variable Annuity License
- Asset Allocation
- Securities
- Consumer Lending
- Mortgage Lending
- Personal Financial Planning
- Financial Planning
- Wealth Management
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