Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Parker Green is an investment advisor representative with CWM, LLC. Zachary is also registered as an Investment Advisor Representative in Arizona. Zachary has been in the securities industry for 7 years. Zachary is a Registered Representative and an Investment Advisor Representative. Zachary has passed the Series 66, Series 7 and the SIE Exams. Zachary has experience with LPL Financial LLC, MetLife Securities, Inc, and Silverhawk Asset Management, LLC. Zachary has been with CWM, LLC since May 2023. Zachary's firm, CWM, LLC is a Registered Investment Advisor with the SEC, has offices in Omaha, Nebraska, and Scottsdale, Arizona, and has approximately 26,774,389,503 in Regulatory Assets Under Management. CWM, LLC primarily works with high-net-worth individuals, corporations, and pension and profit-sharing plans. CWM, LLC offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
AZ
05/18/2023 - Present
CWM, LLC (Scottsdale AZ)
AZ
07/13/2016 - 08/31/2020
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
12/23/2014 - 06/30/2016
METLIFE SECURITIES, INC (TEMPE AZ)
AZ
07/15/2014 - 12/24/2014
LPL FINANCIAL LLC (PHOENIX AZ)
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Zachary Green is the right advisor for you? Invested Better is here to help.
