Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Martin Heedum is an investment advisor representative at Fisher Investments, a firm with $298.73 Billion of Regulatory Assets Under Management. Zachary has been with the firm since June 2010. The firm's office in Plano, TX, where Zachary is located, is registered with the state of Texas. Zachary is licensed to provide investment advice in Texas, and has been registered with the state since September 14, 2017. The firm serves high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and other entities. Zachary’s professional experience spans over 20 years.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
AL
04/26/2004 - 09/06/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
10/14/2003 - 02/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/14/2003 - 12/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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