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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Zimmermann is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since 2002. Christopher has a Series 7, Series 66 and SIE license. Christopher has worked at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC and UBS Financial Services Inc. Christopher specializes in providing investment advisory services to individuals, businesses and retirement plans.
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.
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.
Investment consulting services to institutional clients
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
FL
08/02/2013 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
NY
05/12/2010 - 06/12/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
10/06/2003 - 04/16/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/09/2002 - 08/26/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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