Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Isaac Perrett is a financial professional with experience in the financial services industry. Zachary is currently registered with Northwestern Mutual Investment Services, LLC in Kansas and Missouri. Previously, Zachary was associated with TD Ameritrade, Inc. in Omaha, Nebraska. Zachary holds the Series 3, 7, 34, and 63 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
KS
09/28/2021 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
NE
06/23/2017 - 07/17/2021
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 07/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/30/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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