Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Blaisdell is a financial advisor who has been in the industry since September 2017. Zachary is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide financial advice in Virginia, Maryland, and the District of Columbia. Zachary has a strong background in financial services, having previously worked for First Citizens Investor Services, Inc., and Wells Fargo Bank. Zachary is committed to providing his clients with personalized financial advice and guidance. Zachary's areas of specialization include retirement planning, college savings, and estate planning.
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.
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.
Investment consulting services to institutional clients
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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2
VA
06/04/2024 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
05/12/2023 - 04/25/2024
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
VA
09/02/2016 - 06/13/2022
WELLS FARGO CLEARING SERVICES, LLC (CHESTER VA)
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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