Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Barone is a financial advisor who has been in the industry since October 15, 2016. Currently, Zachary is registered with Fidelity Brokerage Services LLC. Zachary has a Series 7, Series 63, Series 24 and Series 7TO licenses. Zachary holds registrations in 53 states. Zachary was previously registered with GVC Capital LLC and TIAA-CREF Individual & Institutional 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.
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.
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2
RI
06/30/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CO
03/17/2022 - 04/20/2022
GVC CAPITAL LLC (GREENWOOD VILLAGE CO)
CO
02/16/2016 - 03/24/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
05/13/2013 - 11/12/2015
GVC CAPITAL LLC (GREENWOOD VILLAGE CO)
BC
Issued 05/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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