Unclaimed
John Brantley Zachary is a financial advisor with Commonwealth Financial Network, a firm with a focus on providing financial planning and portfolio management services. John holds the Series 7 and Series 66 licenses and the Certified Financial Planner designation. John specializes in helping individuals, high-net-worth individuals, and families with their financial planning needs. Commonwealth Financial Network provides financial planning, portfolio management, and educational seminars for individuals and businesses. They have over $177 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
04/19/2017 - Present
Commonwealth Financial Network (Wilmington NC)
NC
10/09/2009 - 07/31/2019
COMMONWEALTH FINANCIAL NETWORK (WILMINGTON NC)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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