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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zacary? Claim Your ProfileZacary White is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with more than $1 trillion in regulatory assets under management. Zacary has been in the financial industry for a short time and is actively registered as a broker and investment advisor representative with both FINRA and in the state of California and Texas. Zacary specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Prior to joining Fidelity Personal and Workplace Advisors, Zacary worked at Equitable Advisors, LLC, and has worked in a variety of roles including at Capistrano Valley High School, California State University Chico, Lake Mission Viejo Association, Big 5 Sporting Goods, Arroyo Trabuco Golf Club and Fidelity Investments.
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.
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2
CA
02/04/2025 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
09/14/2022 - 11/21/2022
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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