Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Nowatzki is a financial advisor in Madison, Wisconsin. Zachary is a Registered Representative of Cetera Investment Advisers LLC, a member of FINRA/SIPC. Zachary has worked in the financial services industry since 2021. Before joining Cetera Investment Advisers LLC, Zachary was a financial advisor at Securian Financial Services, Inc. and Northwestern Mutual Investment 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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
12/07/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
03/01/2021 - 03/02/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
IA
Issued 07/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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