Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Anderson is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Zachary has been in the industry since September 28, 2014 and has licenses for both securities and investment advisory services. Zachary has experience working with clients of various types including individuals, corporations, pension and profit sharing plans, and charitable organizations. Zachary is licensed in Illinois and has held previous registrations with Raymond James Financial Services, Inc. and J.P. Morgan Securities 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/01/2024 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IN
08/24/2023 - 10/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCHERERVILLE IN)
IL
09/30/2013 - 05/17/2023
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 08/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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