Unclaimed
Connor Michael Zimmerman is a financial advisor associated with MML Investors Services, LLC in Mechanicsburg, PA. Connor has been in the financial services industry since 2024. Connor holds the Series 63, Series 6TO and SIE licenses and is registered to sell securities in Pennsylvania. Prior to joining MML Investors Services, LLC, Connor worked at Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Connor focuses on a variety of investment needs including individuals, corporations, trusts, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
09/20/2024 - Present
MML Investors Services, LLC (Mechanicsburg PA)
PA
04/04/2024 - 07/09/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mechanicsburg PA)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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