Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Zettergren is a financial advisor with Silver Oak Securities, Inc. located in Hendersonville, TN. Zachary Zettergren has been in the financial services industry since December 15, 2005 and is a Certified Financial Planner. Zachary Zettergren has been registered with Silver Oak Securities, Inc. since May 11, 2021.
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.
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
TN
05/11/2021 - Present
Silver OAK Securities, Inc. (Hendersonville TN)
TN
03/08/2011 - 05/11/2021
NEXT FINANCIAL GROUP, INC. (HENDERSONVILLE TN)
TN
04/08/2009 - 10/02/2009
SIGNATOR INVESTORS, INC. (HENDERSONVILLE TN)
TN
01/03/2008 - 04/29/2009
NEXT FINANCIAL GROUP, INC. (HENDERSONVILLE TN)
TN
10/18/2005 - 12/31/2007
PRINCOR FINANCIAL SERVICES CORPORATION (HENDERSONVILLE TN)
IA
10/08/2002 - 12/31/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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