Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Painter Hayes is a financial advisor with Fidelity Personal And Workplace Advisors. Zachary has been in the financial industry since 2006. Zachary holds a Series 7, Series 63 and Series 66 license and is registered in Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. Fidelity Personal And Workplace Advisors is a registered investment adviser with the Securities and Exchange Commission. The firm's main office is located in Boston, Massachusetts.
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.
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
NC
01/11/2019 - Present
Fidelity Personal AND Workplace Advisors (MATTHEWS NC)
NC
04/04/2013 - 07/27/2016
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
03/13/2006 - 03/14/2013
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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