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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 J Brooks is a financial advisor with Fidelity Personal and Workplace Advisors in Boston, Massachusetts. Zachary has been in the industry since October 29, 2004. Zachary is licensed to provide investment advice in Massachusetts, New Hampshire, Texas, and Utah. Zachary is a registered representative of Fidelity Brokerage Services LLC. Zachary is also a registered investment advisor. Zachary has a Series 6, 7, 9, 10, 63, and 66. Zachary is a specialist in Financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
08/13/2004 - 11/02/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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