Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary S Woodring is a financial advisor with over 3 years of experience in the financial industry. Zachary is registered to offer securities in 23 states and the District of Columbia. Zachary currently works for Fidelity Brokerage Services LLC. Zachary has passed the Series 66, Series 7TO and SIE exams. Prior to his current role, Zachary was employed by Charles Schwab & Co., Inc.
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.
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.
1
2
OH
08/25/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE OH)
OH
10/28/2019 - 08/06/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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