Unclaimed
Benjamin Zimmer is a financial professional with over 15 years of experience in the industry. Benjamin is registered with Herbert J. Sims Capital Management, Inc. in Texas and Connecticut. He specializes in portfolio management for individuals and selection of other advisors. Benjamin has experience working with a variety of clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/04/2022 - Present
Herbert J. Sims Capital Management, Inc. (Austin TX)
IA
Issued 06/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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