Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Wik is an investment advisor representative at Ironwood Wealth Management, LLC. Zachary is a Certified Financial Planner™ and has been working in the financial services industry since 2017. Previously, Zachary was a registered representative at Charles Schwab & Co., Inc. and has also worked at several other companies in various roles. Zachary is licensed in Arizona and has a Series 63, Series 66, Series 7, and SIE.
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.
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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AZ
05/07/2021 - Present
Ironwood Wealth Management, LLC (CHANDLER AZ)
AZ
05/25/2018 - 02/21/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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