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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachery? Claim Your ProfileZachery Joel Hertzfeld is a financial advisor with Fidelity Personal and Workplace Advisors. Zachery has been in the industry since October 14, 2013 and holds Series 63, 66, 7, 9, 10 and SIE licenses. Zachery specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Zachery is registered with the Securities and Exchange Commission (SEC) and is licensed in Kentucky, Massachusetts, Ohio, Texas, and Utah. Zachery has been associated with Fidelity Personal and Workplace Advisors since July 2018. Prior to that, Zachery was employed by Fidelity Brokerage Services, LLC in Covington, KY.
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.
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.
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.
1
2
MA
04/28/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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