Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Nelson is a financial advisor with Wellth Advisory Services, LLC. He has been in the financial services industry since June 2006 and has held positions at Fidelity Brokerage Services LLC, Newfront Retirement Services, Inc., ABD Insurance & Financial Services, Inc., Global Retirement Partners, LLC, and WELLth Advisory Services, LLC. He is licensed to sell securities in California and Utah and has Series 4, 63, 66 and 7 licenses. Zachary Nelson is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
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CA
07/19/2024 - Present
Wellth Advisory Services, LLC (Redwood City CA)
UT
06/05/2006 - 07/25/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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