Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Peterson is a registered representative of Fidelity Personal and Workplace Advisors in Covington, KY. Zachary is also registered in OH and TX. Zachary has a Series 66 license. Zachary has been in the industry since 2015. Zachary has experience in financial services with previous experience at Northstar Bank of Colorado, Nutrien Ag Solutions, and Thermo Fisher Scientific.
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.
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KY
01/27/2025 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
Active
Inactive
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