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 Lyons is a registered representative with Fidelity Personal And Workplace Advisors. Zachary is licensed to provide investment advice in Kentucky, Ohio, and Texas. Zachary is also a registered investment advisor in Kentucky, Ohio, and Texas. Zachary has been in the financial services industry since 2022. Zachary's primary business is providing investment advice to individuals, businesses, and retirement plans. Zachary has a wide range of experience and qualifications in the financial services industry. Zachary's current registrations include the Series 63, Series 66, and Series 7TO exams.
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
OH
06/13/2024 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
OH
02/11/2022 - 07/13/2022
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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