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Zachary William Braun

Fidelity Brokerage Services LLC

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About Zachary William Braun

Zachary Braun is a financial professional with Fidelity Brokerage Services LLC. Zachary has been in the industry since 2023. Zachary holds the Series 63, Series 7TO and SIE licenses and is registered in 53 states.

Firm Information

Zachary Braun 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 Braun’s Registration & Firm History

NC

09/06/2023 - Present

Fidelity Brokerage Services LLC (DURHAM NC)

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Licenses & Designations

BC

Issued 11/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Zachary William Braun. Review regulatory record here.
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