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 a financial advisor with Park Avenue Securities LLC. Adam has been in the industry since May 2022, and has passed the Series 7TO and SIE exams for securities licensing, as well as the Uniform Combined State Law Examination for the Series 66. Adam has held registrations in multiple states including Arizona, Colorado, Florida, New York, Pennsylvania, and Virginia, where Adam provides financial advice. Adam has experience working with a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
FL
07/03/2023 - Present
Park Avenue Securities LLC (FORT MYERS FL)
BOTH
Issued 09/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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