Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Akau is a registered representative with Fidelity Personal AND Workplace Advisors. Zachary has been in the industry since 2024 and has a Series 7TO and SIE license. Zachary is registered in Colorado and Texas. Zachary's previous employment includes roles at Colorado State University, Jeffco Schools, King Soopers, and US Bank. Zachary specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals 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
CO
10/04/2024 - Present
Fidelity Personal AND Workplace Advisors (LAKEWOOD CO)
BC
Issued 08/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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