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 an investment advisor representative associated with Cetera Investment Advisers LLC in Madison, WI. Zachary has been in the securities industry for 2 years. Zachary has passed exams including the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65) and General Securities Representative Examination (Series 7). Zachary provides financial planning services, educational seminars and portfolio management for individuals and businesses. Previously, Zachary was registered with 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.
1
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 7/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/3/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/1/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zachary Nowatzki is the right advisor for you? Invested Better is here to help.
