Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Wold is a financial professional with over 16 years of experience in the industry. Zachary is registered with Thrivent Investment Management Inc. and has been with the firm since 2007. Zachary holds the Series 7 and Series 66 licenses, as well as the SIE exam. Zachary is registered in 19 states and specializes in financial planning, portfolio management for individuals, and other advisory services. Zachary is also a business partner in MTW Real Estate Ventures, owning a rental property within an LLC.
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.
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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TX
04/20/2018 - Present
Thrivent Investment Management Inc. (Allen TX)
CA
08/24/2006 - 06/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (WOODLAND HILLS CA)
BOTH
Issued 09/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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