Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zakary? Claim Your ProfileZakary Andrew Fresh is an investment advisor representative at SVB Wealth. Zakary is licensed in Utah and holds Series 63, 65 and 7TO securities licenses. Zakary began working in the financial services industry in March 2021 and has previous experience with Fidelity Brokerage Services LLC, SVB Investment Services Inc. and SVB Wealth LLC. Zakary has worked in various capacities at Silicon Valley Bank since August 2022. The firm offers investment advisory services such as financial planning, educational seminars, planned giving, family office, wealth planning and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Planned giving, family office, wealth planning
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
UT
02/13/2023 - Present
SVB Wealth (Cottonwood Heights UT)
UT
08/24/2022 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
02/25/2021 - 08/02/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 02/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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