Unclaimed
Zachery Tate Adams is a registered representative with Fidelity Brokerage Services LLC. Zachery has been in the securities industry since September 2021 and is licensed in 53 states and the District of Columbia. Zachery holds the Series 63, Series 7TO, Series 9, Series 10, and SIE licenses.
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.
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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2
NH
09/03/2021 - Present
Fidelity Brokerage Services LLC (CLAREMONT NH)
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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