Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Alan Nelson is a financial professional with over 2 years of experience in the industry. Zachary has a strong background in securities, having passed the Series 7TO and SIE exams. He is registered in 51 states and holds the Series 63 license. Currently, Zachary is associated with Charles Schwab & Co., Inc., where he serves clients in Omaha, NE. Previously, he was associated with TD Ameritrade, Inc. in Omaha, NE. Zachary offers financial planning services, including portfolio management and selection of other 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
01/03/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
07/18/2022 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 12/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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