Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary Gary Toomb is a financial advisor who has been in the industry since April 2006. Zackary is registered with Fidelity Personal and Workplace Advisors in Kaysville, Utah. Prior to joining Fidelity, Zackary worked for WELLS FARGO INVESTMENTS, LLC in Bountiful, Utah. Zackary holds the Series 66, Series 7, and the SIE licenses. Zackary is registered in 53 states and the District of Columbia. Zackary specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Zackary is also registered to provide investment advisory services.
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
UT
04/08/2020 - Present
Fidelity Personal AND Workplace Advisors (KAYSVILLE UT)
UT
02/13/2006 - 08/14/2006
WELLS FARGO INVESTMENTS, LLC (BOUNTIFUL UT)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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