Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Zahnd is a financial advisor with Fidelity Personal and Workplace Advisors. Noah has been in the industry since June 6, 2019. Noah has a Series 63, Series 7, and Series 66 license and the SIE exam. Noah is registered in 52 states and the District of Columbia for securities and in two states for investment advice. Noah was previously registered with Robinhood Financial, LLC in Arizona and Vanguard Marketing Corporation in Arizona. Noah is a graduate of California Polytechnic State University, San Luis Obispo. Noah is a licensed agent in the Merrimack, New Hampshire office of Fidelity Personal and Workplace Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
03/06/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
AZ
10/15/2020 - 04/27/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
10/12/2018 - 10/13/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 02/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Noah Zahnd is the right advisor for you? Invested Better is here to help.
