Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Brown is an Investment Advisor Representative with Northbridge Financial Group, LLC. Zachary's career in the financial services industry began in 2014. Zachary has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. Zachary holds the Series 7, Series 66, and SIE licenses.
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.
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
FL
10/02/2020 - Present
Northbridge Financial Group, LLC (TAMPA FL)
CT
04/07/2014 - 06/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Glastonbury CT)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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