Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Barth is a financial advisor with Fidelity Brokerage Services LLC. Zachary has been in the industry since 2017. Zachary is licensed in Massachusetts, Rhode Island, Texas, and Utah. Zachary holds the Series 63, Series 7, Series 9 and Series 10 licenses. Zachary is also licensed as a Securities Industry Essentials (SIE) Exam holder.
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.
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RI
05/01/2017 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 05/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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