Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Frank Marshall is an investment advisor representative with Fidelity Personal And Workplace Advisors. Zachary has been in the financial services industry since June 2, 1986. Zachary specializes in financial planning, portfolio management for businesses and individuals, and the selection of other advisors. Zachary has a wide range of experience with different types of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Zachary is licensed to provide financial advice in Arizona, California, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/31/2021 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
06/28/2012 - 07/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
05/16/2008 - 07/06/2012
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
02/15/1989 - 05/20/2008
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
NA
11/28/1988 - 12/20/1988
ILLINOIS COMPANY INVESTMENTS, INC.
NA
07/28/1988 - 12/16/1988
OBERWEIS SECURITIES, INC.
NA
02/19/1986 - 06/09/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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