Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Holton is a financial professional with over five years of experience in the industry. Zachary currently works for Mutual of America Securities LLC, a brokerage firm based in Phoenix, Arizona. Zachary has held previous roles at Wells Fargo Clearing Services, LLC, AssetMark Brokerage, LLC, and Vanguard Marketing Corporation. Zachary is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, Series 63 and SIE licenses. Zachary is also registered with the states of Arizona and New Mexico.
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.
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.
1
2
AZ
02/07/2024 - Present
Mutual OF America Securities LLC (PHOENIX AZ)
AZ
11/15/2022 - 05/31/2023
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
AZ
01/07/2019 - 10/03/2022
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
06/08/2017 - 12/18/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Holton is the right advisor for you? Invested Better is here to help.
