Unclaimed
Zachary Lefever is a registered representative with Fidelity Personal And Workplace Advisors. Zachary is licensed in California and Texas. Zachary has passed the Series 63 and Series 66 exams. Zachary has experience in financial planning, educational seminars, and selection of other advisors. Zachary is a member of the team at Fidelity Personal And Workplace Advisors, which offers a variety of investment services, including 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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CA
01/29/2025 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
Active
Inactive
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