Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Joseph Bock is a financial advisor at Fidelity Personal And Workplace Advisors. Zachary has been in the industry for over four years. He has worked at Fidelity since April of 2019. Zachary holds a Series 66 and Series 63 license and is a Certified Financial Planner. He is registered to provide financial advice in a number of states, including Arizona, California, Colorado, Florida, Kansas, Nebraska, New Mexico, North Carolina, Oklahoma, South Carolina, Texas, Utah, and Wyoming. Zachary specializes in providing financial advice to individuals, families, and businesses.
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
FL
09/11/2020 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
BOTH
Issued 09/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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