Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Swenson is an Investment Advisor Representative with Peterson Wealth Advisors, LLC. He holds the Series 65 license and is registered with the state of Utah. Zachary has worked in the financial services industry since 2014, and is an experienced advisor who provides investment advice and portfolio management services to individuals, corporations, and charitable organizations. Zachary has experience in various industries, including government services, hospitality, and HVAC.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
03/17/2023 - Present
Peterson Wealth Advisors, LLC (OREM UT)
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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