Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Visco is an investment advisor representative who has been in the industry since November 2019. He is currently registered with Wells Fargo Clearing Services, LLC in McLean, Virginia. Zachary has prior experience with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zachary holds licenses Series 7TO, SIE and Series 66. He has extensive experience working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, state and municipal government entities, and charitable organizations. Zachary offers financial planning, portfolio management, and investment consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
07/09/2024 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
08/11/2020 - 07/16/2024
MORGAN STANLEY (Mclean VA)
VA
10/17/2019 - 06/30/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 02/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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