Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Montague Whitchurch is a financial advisor who is currently registered with Solidarity Wealth, LLC in Lehi, Utah. Zachary has been a financial advisor for more than 13 years. Zachary has experience with a variety of financial products and services, including financial planning, portfolio management, and wealth management. Zachary is a Certified Financial Planner™ professional. Zachary’s experience includes working with M. S. HOWELLS & CO. and Wells Fargo Clearing Services, LLC.
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.
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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UT
10/22/2021 - Present
Solidarity Wealth, LLC (LEHI UT)
UT
01/03/2022 - 11/14/2022
M. S. HOWELLS & CO. (LEHI UT)
UT
01/03/2011 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
11/14/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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