Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Michael Workman is a registered representative with Northern Trust Securities, Inc. located in Cleveland, OH. Zachary has been in the industry since 2016 and holds the Series 7, Series 63 and Series 7TO licenses. Zachary has experience with LPL FINANCIAL LLC, previously.
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.
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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2
OH
07/29/2024 - Present
Northern Trust Securities, Inc. (Cleveland OH)
IL
12/22/2016 - 07/12/2017
LPL FINANCIAL LLC (CHICAGO IL)
BC
Issued 08/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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