Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zimmerman is an active broker with Momentum Independent Network Inc., a firm with a strong presence in the financial industry. Adam brings over 30 years of experience to his role, having previously worked with H. BECK, INC., Wachovia Brokerage Service, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam's expertise extends beyond traditional financial services, encompassing a broad range of specializations, including financial planning, portfolio management for individuals, publication of periodicals, and educational seminars. He is licensed and registered in several states, including California, Florida, Georgia, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
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.
12b-1 fees
1
2
NC
10/01/2004 - Present
Momentum Independent Network Inc. (GREENVILLE NC)
MD
06/01/1999 - 10/05/2004
H. BECK, INC. (ROCKVILLE MD)
NC
05/31/1995 - 06/23/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
04/28/1992 - 03/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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