Zion Chaflawee (CRD# 7044174) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbia, MD and has over 5 years of experience in the finance industry. Zion Chaflawee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Vienna, VA | Feb 2024 - Current | < 1 |
| The Prudential Insurance Company Of America | Vienna, VA | Feb 2024 - Current | < 1 |
| Eagle Strategies LLC | Leesburg, VA | Nov 2022 - Feb 2024 | 1 |
| Nylife Securities LLC | Vienna, VA | Feb 2019 - Feb 2024 | 5 |
| New York Life Insurance Company | Vienna, VA | Dec 2018 - Feb 2024 | 5 |
| Unemployed | Rockville, MD | Jun 2018 - Nov 2018 | < 1 |
| Surf Communication Solutions, Inc. | Arlington, MA | May 2017 - Jun 2018 | 1 |
| Nice, Inc. | Hoboken, NJ | Mar 2006 - May 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MD
- VA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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