Zach Ziros

Current Employers

Employment History

• 02/2014 → 10/2017
  Five Guys
  Concord, NC
• 07/2013 → 07/2017
  University Of North Carolina
  Charlotte, NC
• 10/2017 → 02/2018
  Axa Advisors, Llc
  Charlotte, NC
• 07/2018 → 09/2019
  Wells Fargo Clearing Services
  Charlotte, NC
• 09/2018 → 02/2021
  Wells Fargo Clearing Services
  Charlotte, NC
• 02/2018 → 05/2018
  Lowes
  Mooresville, NC
• 02/2021 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 03/2021 → Present
  Principal Securities Inc
  Charlotte, NC
• 07/2024 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**PRINCIPAL BANK POSITION: Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/22/2021 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2017-09-29

Other Names

• Zachary Ziros
• Zach Ziros
• Zachary David Ziros