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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 Beck is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Zachary has been in the industry since 1999. Zachary is registered with FINRA and has a Series 7 and Series 63 license. Zachary holds the Certified Financial Planner designation. Zachary also owns a portion of Willamette Cascade Wealth Management LLC.
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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OR
03/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
09/17/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
05/02/2009 - 09/18/2009
CHASE INVESTMENT SERVICES CORP. (BEAVERTON OR)
OR
03/14/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (BEAVERTON OR)
OR
04/01/1999 - 04/04/2003
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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