Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary D. Ross is a financial advisor with Independent Wealth Network, Inc., with over 6 years of experience in the financial services industry. Zachary has a broad range of experience in financial planning, portfolio management and helping clients reach their financial goals. Prior to joining Independent Wealth Network, Inc., Zachary worked at Fidelity Brokerage Services LLC. Zachary's expertise and knowledge make him a valuable resource to clients seeking to achieve their financial objectives.
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.
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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NJ
07/01/2024 - Present
Independent Wealth Network, Inc. (Morristown NJ)
FL
11/15/2021 - 05/01/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NJ
01/07/2020 - 07/27/2021
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
NJ
09/20/2016 - 09/06/2018
J.P. MORGAN SECURITIES LLC (RIDGEWOOD NJ)
NJ
10/06/2015 - 03/18/2016
WELLS FARGO ADVISORS, LLC (MORRISTOWN NJ)
NJ
04/08/2015 - 08/11/2015
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
10/16/2014 - 03/18/2015
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NJ
07/24/2013 - 03/14/2014
MORGAN STANLEY (RIDGEWOOD NJ)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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