Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zechariah? Claim Your ProfileZechariah Matlick has been in the financial services industry since September 28, 2005. Zechariah is currently registered with Charles Schwab & CO., Inc. and has been with the firm since February 2006. Previously, Zechariah worked at OPTIONSXPRESS, INC. from May 2016 to November 2017. Zechariah is a registered representative and investment advisor representative and holds the Series 3, 4, 7, 9, 10, 24, 34, and 66 securities licenses. Zechariah's primary business focus is in retail off-exchange FOREX and options.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/20/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/11/2016 - 11/10/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
MN
07/11/2005 - 12/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/11/2005 - 12/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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