Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Pearson Wicker is a financial advisor who provides financial advice to individuals, families, and businesses. Zachary has been in the financial services industry for over ten years and has worked at several firms including Northwestern Mutual Investment Services, LLC and Compass Brokerage, Inc. Zachary is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 63, 65, and SIE licenses. Zachary is currently associated with RFG Advisory, LLC and is headquartered in Vestavia Hills, Alabama.
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.
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
AL
06/01/2021 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
06/04/2021 - 12/09/2021
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
04/12/2019 - 06/02/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOOVER AL)
AL
03/18/2009 - 06/25/2009
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 04/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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