Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gladen is a financial advisor with Wells Fargo Clearing Services, LLC. Zachary has been in the industry for over 20 years and holds Series 7, Series 66 and SIE licenses. Zachary has worked with a wide range of clients, including individuals, businesses, and institutions. Zachary specializes in portfolio management, financial planning, and investment consulting. Zachary is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
1
2
TX
09/12/2014 - Present
Wells Fargo Clearing Services, LLC (SHERMAN TX)
TX
02/13/2013 - 09/17/2014
RAYMOND JAMES & ASSOCIATES, INC. (PLANO TX)
TX
07/10/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
01/01/2008 - 07/17/2008
WACHOVIA SECURITIES, LLC (PLANO TX)
TX
10/06/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLANO TX)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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