Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Zimmerman is a registered representative with Cambridge Investment Research, Inc. Charlene is licensed in Maryland. Charlene has been in the industry since 2015 and has a Series 6, Series 63, and SIE license. Charlene previously worked at HD VEST INVESTMENT SERVICES.
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.
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.
1
2
MD
06/03/2019 - Present
Cambridge Investment Research, Inc. (Westminster MD)
MD
10/29/2015 - 06/14/2019
HD VEST INVESTMENT SERVICES (Westminster MD)
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charlene Zimmerman is the right advisor for you? Invested Better is here to help.
