Global Disclosure
Global Disclosure
Zoe Financial, Inc, an SEC-registered investment adviser, offers this online platform to the Investment Advisors and their representatives. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply that Zoe Financial, Inc. or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business.
Brokerage services provided to clients by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investing in securities involves risks and there is a potential of losing some or all money. Investment products are: NOT FDIC Insured. Not Bank Guaranteed. May Lose Value.
Zoe Financial, Inc does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, see Zoe’s CRS, Zoe’s Form ADV Part II and terms of use. Past performance does not guarantee future results.
Zoe Financial, Inc, an SEC-registered investment adviser, offers this online platform to the Investment Advisors and their representatives. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply that Zoe Financial, Inc. or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business.
Brokerage services provided to clients by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investing in securities involves risks and there is a potential of losing some or all money. Investment products are: NOT FDIC Insured. Not Bank Guaranteed. May Lose Value.
Zoe Financial, Inc does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, see Zoe’s CRS, Zoe’s Form ADV Part II and terms of use. Past performance does not guarantee future results.
Zoe Financial, Inc, an SEC-registered investment adviser, offers this online platform to the Investment Advisors and their representatives. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply that Zoe Financial, Inc. or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business.
Brokerage services provided to clients by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investing in securities involves risks and there is a potential of losing some or all money. Investment products are: NOT FDIC Insured. Not Bank Guaranteed. May Lose Value.
Zoe Financial, Inc does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, see Zoe’s CRS, Zoe’s Form ADV Part II and terms of use. Past performance does not guarantee future results.
Zoe Financial, Inc, an SEC-registered investment adviser, offers this online platform to the Investment Advisors and their representatives. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply that Zoe Financial, Inc. or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business.
Brokerage services provided to clients by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investing in securities involves risks and there is a potential of losing some or all money. Investment products are: NOT FDIC Insured. Not Bank Guaranteed. May Lose Value.
Zoe Financial, Inc does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, see Zoe’s CRS, Zoe’s Form ADV Part II and terms of use. Past performance does not guarantee future results.
Zoe Financial, Inc, an SEC-registered investment adviser, offers this online platform to the Investment Advisors and their representatives. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply that Zoe Financial, Inc. or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business.
Brokerage services provided to clients by Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investing in securities involves risks and there is a potential of losing some or all money. Investment products are: NOT FDIC Insured. Not Bank Guaranteed. May Lose Value.
Zoe Financial, Inc does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, see Zoe’s CRS, Zoe’s Form ADV Part II and terms of use. Past performance does not guarantee future results.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved