Unclaimed
Calvin Zimmerman is a financial professional with over 9 years of experience in the industry. Calvin is currently registered with Thrivent Investment Management Inc. and holds Series 63, SIE and Series 7 licenses. Previously, Calvin was employed by Ameriprise Financial Services, LLC. Calvin specializes in providing financial advice and portfolio management services to individuals.
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.
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.
1
2
MN
12/02/2020 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
10/04/2011 - 11/13/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 12/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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