Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Shelton is a financial advisor registered with Wells Fargo Clearing Services, LLC. Zachary has been working in the financial industry since 2021 and holds the Series 63, Series 7TO, and SIE licenses. Zachary is registered to offer securities in all 50 states. Before joining Wells Fargo Clearing Services, LLC, Zachary worked as a financial advisor for CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Zachary specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals.
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.
1
2
MO
08/29/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/11/2022 - 04/14/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
03/06/2021 - 10/24/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 03/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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