Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gil-mata is a financial professional with over 3 years of experience in the industry. Zachary is currently registered with Fidelity Brokerage Services LLC. Prior to their current position, Zachary worked at ROBINHOOD FINANCIAL, LLC and CHARLES SCHWAB & CO., INC. Zachary holds the Series 63, Series 7, and SIE licenses. Zachary is registered in 53 states and territories.
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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RI
05/20/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
06/30/2021 - 09/22/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
08/10/2018 - 07/10/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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