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Zachary W Metzger

W & S Brokerage Services, Inc.

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About Zachary W Metzger

Zachary Metzger is a registered representative with W&S Brokerage Services, Inc. Zachary has been in the securities industry since March 8, 2018. Zachary holds the Series 6, Series 63, and SIE licenses. Zachary is currently registered with the state of Ohio, Indiana, Michigan, New Mexico, Pennsylvania, Texas, Virginia, and California. Zachary is also registered with FINRA as a Registered Representative (RA). Zachary has been associated with W&S Brokerage Services, Inc. since September 2017. Zachary works with individuals and provides selection of other advisors. Zachary also works with corporations and other businesses.

Firm Information

Zachary Metzger is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Metzger’s Registration & Firm History

OH

04/18/2022 - Present

W&S Brokerage Services, Inc. (FINDLAY OH)

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Licenses & Designations

BC

Issued 04/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary W Metzger.
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