Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Williamson is an investment advisor representative with Fidelity Personal and Workplace Advisors, located in Boca Raton, FL. Zachary has been in the industry since 2006 and holds Series 6, 7, 24, 63, and 65 licenses. Zachary has prior experience with ING Financial Partners, 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.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
07/27/2006 - 06/25/2012
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Zachary Williamson is the right advisor for you? Invested Better is here to help.
