Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Lee is a financial advisor with Northwestern Mutual Investment Services, LLC. Zachary has been in the industry for over a year and is registered in Alabama. Zachary’s previous experience includes working for LPL FINANCIAL LLC. He is a Series 63 and Series 6TO licensed professional. Zachary has a proven track record of helping clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
AL
08/29/2024 - Present
Northwestern Mutual Investment Services, LLC (Vestavia AL)
AL
09/10/2021 - 05/15/2023
LPL FINANCIAL LLC (BIRMINGHAM AL)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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