Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Paul Frazier is a financial advisor currently registered with Wells Fargo Clearing Services, LLC and has been in the industry for over 10 years. Zachary Frazier has a Series 6, 7, and 66 license. Zachary Frazier has held previous positions at J.P. Morgan Securities LLC and AXA Advisors, LLC. Zachary Frazier offers services such as financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
FL
07/13/2018 - Present
Wells Fargo Clearing Services, LLC (CAPE CORAL FL)
OH
05/10/2017 - 05/23/2018
J.P. MORGAN SECURITIES LLC (CENTERVILLE OH)
OH
06/20/2016 - 03/13/2017
AXA ADVISORS, LLC (CENTERVILLE OH)
BOTH
Issued 10/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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