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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary Petray is a financial advisor with Fidelity Personal And Workplace Advisors. Zackary is registered with the state of California and holds Series 63, 65 and 7TO licenses. Zackary has worked in the financial services industry for over 5 years. Zackary previously worked at MML INVESTORS SERVICES, LLC and has experience in financial planning, portfolio management for individuals and businesses, and educational seminars. Zackary specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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2
CA
04/12/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
02/14/2020 - 10/28/2021
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
IA
Issued 12/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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