Global Disclosures


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.