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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Morris is a financial advisor with Wellth Advisory Services, LLC, a firm that provides financial planning and portfolio management services for individuals, businesses, and retirement plans. Zachary has been in the financial services industry since September 2015 and holds both Series 63 and 66 licenses. Zachary is also registered as an investment advisor representative (IAR) in Connecticut, New Hampshire, Rhode Island, and Massachusetts. Zachary has experience working with clients in a variety of industries and has a strong commitment to providing personalized financial advice.
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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2
RI
06/28/2024 - Present
Wellth Advisory Services, LLC (Providence RI)
RI
03/11/2019 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Providence RI)
RI
08/13/2015 - 01/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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