Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Zimmerman is a registered investment advisor representative with Park Avenue Securities LLC. Barry has been in the financial services industry since 1994 and holds Series 7, 63 and 65 licenses. Prior to joining Park Avenue Securities LLC, Barry was an investment advisor representative at Guardian Investor Services Corporation and John Hancock Distributors, Inc. Barry provides financial planning, educational seminars and portfolio management services to individuals and businesses. Barry has licenses in 26 states and the District of Columbia and is registered with FINRA and the Securities Investor Protection Corporation (SIPC).
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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MA
09/15/2021 - Present
Park Avenue Securities LLC (NEEDHAM MA)
NY
06/20/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
08/19/1994 - 06/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/19/1994 - 06/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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