Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Rick Martin is a financial professional with over 2 years of experience in the industry. He is registered as a broker-dealer with the following states: Florida, Indiana, Kentucky, Minnesota, Nevada, and Ohio. Zachary is also registered as an Investment Advisor Representative in Indiana, Nevada, and Ohio. Zachary's firm, W&S Brokerage Services, Inc. provides investment advisory services to individuals and businesses. The firm specializes in providing investment advice and financial planning to a wide range of clientele. Zachary is committed to providing clients with personalized and tailored financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
10/06/2022 - Present
W&S Brokerage Services, Inc. (FORT WRIGHT KY)
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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