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Zachary Taylor Heaberlin

Fidelity Brokerage Services LLC

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About Zachary Taylor Heaberlin

Zachary Heaberlin is a registered representative with Fidelity Brokerage Services LLC. Zachary has been in the securities industry for over 3 years. Zachary holds Series 7, Series 63, Series 9, and Series 10 licenses and is registered to conduct securities business in Kentucky, Massachusetts, Ohio, Texas, and Utah. Zachary is a member of FINRA.

Firm Information

Zachary Heaberlin is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zachary Heaberlin’s Registration & Firm History

KY

05/19/2020 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 05/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/17/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Zachary Taylor Heaberlin.
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