Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Zimmer is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Christina has been working in the financial services industry since 2014 and is registered to provide investment advice in Arizona. Christina has a Series 66, Series 24, Series 7, and SIE license. Christina offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/13/2022 - Present
Raymond James & Associates, Inc. (Page AZ)
AZ
10/21/2021 - 04/27/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Page AZ)
FL
06/14/2021 - 10/22/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
AZ
01/01/2014 - 05/07/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (PHOENIX AZ)
BOTH
Issued 12/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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