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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 David Werner is a financial advisor registered with Commonwealth Financial Network. Zachary has been in the financial services industry since March 14, 2016, and is currently licensed to provide investment advice in multiple states. Zachary has been registered with Cadaret, Grant & Co., Inc. and PNC Investments in the past. Zachary's firm, Commonwealth Financial Network, is a registered investment advisor with over $177 billion in assets under management. Commonwealth Financial Network provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
PA
07/01/2024 - Present
Commonwealth Financial Network (Blandon PA)
PA
05/13/2016 - 07/03/2024
CADARET, GRANT & CO., INC. (Blandon PA)
PA
02/13/2016 - 04/11/2016
PNC INVESTMENTS (LEHIGHTON PA)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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