Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary James Osborne is a financial advisor who has been in the industry since April 4, 2019. Osborne is currently registered with Fidelity Brokerage Services LLC and is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Osborne holds Series 63, Series 7TO, Series 9, Series 10, and SIE 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.
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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TX
04/05/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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