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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Taylor Heath is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Zachary has been in the industry since December 2009. Previously, Zachary was a representative with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Zachary is licensed to provide investment advice in Arkansas, California, Florida, Illinois, Iowa, Maryland, Massachusetts, Missouri, South Carolina, Tennessee, and Texas. Zachary holds a Series 66 license and is also a Registered Representative with FINRA. Zachary specializes in Retirement Planning, College Savings, Estate Planning, and Income Planning.
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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2
MO
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
MO
11/10/2009 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/25/2013 - 12/09/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/08/2010 - 07/21/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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