Unclaimed
Zackary Sutton is a financial professional with experience in the securities industry. Zackary is currently registered with Wells Fargo Securities, LLC and is located in Charlotte, North Carolina. Zackary has passed the Series 79TO, Series 63, and SIE exams. Prior to joining Wells Fargo Securities, LLC, Zackary was associated with BOFA SECURITIES, INC. in Charlotte, North Carolina.
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.
1
2
NC
09/13/2023 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NC
08/30/2021 - 08/04/2023
BOFA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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