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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Herring is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Poughkeepsie, NY. Zachary is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Zachary has over 10 years of experience in the financial services industry. Zachary is registered to provide investment advice in 17 states and has a total of 19 approved registrations in the United States. Zachary works with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Zachary specializes in financial planning, portfolio management, and investment consulting. Zachary’s previous work experience includes roles at M&T Securities, Inc., Wells Fargo Clearing Services LLC, and Securities America, Inc.
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.
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2
NY
07/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POUGHKEEPSIE NY)
NY
09/20/2017 - 07/07/2022
WELLS FARGO CLEARING SERVICES, LLC (POUGHKEEPSIE NY)
NY
03/07/2017 - 09/11/2017
M&T SECURITIES, INC. (HOPEWELL JUNCTION NY)
NY
06/17/2011 - 03/07/2017
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
11/25/2009 - 03/09/2011
MORGAN STANLEY SMITH BARNEY (SARATOGA SPRINGS NY)
BOTH
Issued 02/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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