Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Robert Brent is a registered representative with Fidelity Personal AND Workplace Advisors. Zachary Brent has been in the industry since 2016. Zachary Brent is licensed to offer securities advice in 53 states and the District of Columbia. Zachary Brent has passed the Series 7, 63, 66, 9 and 10 exams. Zachary Brent is also registered as an investment advisor in Colorado and Texas. Zachary Brent has experience working with high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans. Zachary Brent offers financial planning, portfolio management, and educational seminars to his 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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