SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - ZACHARY STUART
Oceanside, San Clemente, San Juan Capistrano District
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Zachary Stuart has been working in the financial services industry for 10 years. He holds a bachelor's degree from USC and is certified with Series 7, 66 with LPL Financial and California Life and Health.
Zachary relates to all Members and believes everyone deserves the same level of care and respect. He has an open door policy and provides quarterly updates to ensure Members’ investments are allocated correctly so they can pursue their financial goals.
Zachary emphasizes the importance of knowledge when it comes to investments; the more educated Members are, the more likely they are to stick to their financial plans. He has found that the biggest misconception Members have about SchoolsFirst Investment Services is that we don’t have the same resources or access to investment products as larger financial institutions do. In reality, our professionals have access to the same or similar options available at Wells Fargo, Merrill or JPMorgan.
In his spare time, Zachary likes to spend time with his family, golfing, traveling, and reading.
CA Insurance License 0I83564
Zachary Stuart is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website 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.