Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zimmer is a financial advisor with over 30 years of experience in the industry. He is currently registered with Simplicity Wealth and previously worked with Raymond James Financial Services, Inc., Kingsbury Capital, Inc., Kingsbury Capital LLC, Vestor Capital Securities, LLC, Zacks & Company, BANC ONE SECURITIES CORPORATION, RISE, INC., Raymond James Financial Services, Inc., Mesirow Financial, Inc., Lehman Brothers Inc. and The Stuart-James Company, Incorporated. Andrew is a Registered Representative and Investment Advisor Representative in Illinois and New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IL
09/26/2024 - Present
Simplicity Wealth (Lincolnshire IL)
IL
08/29/2016 - 10/05/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
08/05/2014 - 09/26/2016
KINGSBURY CAPITAL, INC. (NORTHBROOK IL)
IL
02/07/2014 - 12/31/2014
KINGSBURY CAPITAL LLC (EVANSTON IL)
IL
05/28/2010 - 01/31/2012
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
IL
12/06/2005 - 06/28/2010
ZACKS & COMPANY (CHICAGO IL)
IL
09/04/2002 - 04/07/2005
ZACKS & COMPANY (CHICAGO IL)
IL
05/17/2002 - 07/11/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
07/11/2001 - 05/23/2002
RISE, INC. (LAKELAND FL)
FL
09/22/1999 - 07/06/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
09/26/1994 - 09/27/1999
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
08/27/1990 - 10/19/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
05/22/1990 - 07/31/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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