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Zachary T
Series 65, Series 63
San Antonio, TX
Victory Financial
Zachary Treu is a financial advisor with Victory Financial in San Antonio, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. He also acts as an insurance agent providing property and casualty insurance outside of securities trading hours. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, discretionary investment management, and ERISA plan services. The firm uses an asset-allocation driven investment approach blending Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create model portfolios tailored to client needs.
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