Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Lawson is a financial professional currently registered with Northwestern Mutual Investment Services, LLC. Zachary has been in the financial services industry since January 19, 2018. Zachary holds licenses for Series 6, 7, 63, and 65 exams as well as the SIE exam. Previously, Zachary was employed by Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
01/08/2020 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
VA
03/21/2019 - 12/06/2019
WELLS FARGO CLEARING SERVICES, LLC (BURKE VA)
VA
11/28/2017 - 02/27/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
IA
Issued 06/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Lawson is the right advisor for you? Invested Better is here to help.
