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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Webb is a financial advisor at Commonwealth Financial Network. Zachary has been in the securities industry since June 2013. Zachary is a licensed Investment Advisor Representative and has licenses in multiple states. Zachary also holds the Series 6, Series 7, Series 63, and Series 65 licenses. Commonwealth Financial Network is a financial advisor firm based in Waltham, Massachusetts. The firm offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
04/23/2019 - Present
Commonwealth Financial Network (Richmond VA)
VA
06/10/2013 - 05/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHMOND VA)
IA
Issued 12/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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