Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Wojtowicz is a financial professional with over 8 years of experience in the industry. He is currently registered with MML Investors Services, LLC and has a Series 6, 7, 63 and 65 licenses. Zachary is also a Certified Financial Planner and a Chartered Financial Consultant. Zachary has worked with clients ranging from individuals and families to corporations and institutions. He provides a range of financial services, including financial planning, asset allocation, and portfolio management. Zachary is dedicated to helping his clients achieve their financial goals.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
08/15/2018 - Present
MML Investors Services, LLC (SHELTON CT)
RI
06/19/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
IA
Issued 03/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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