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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zimmerman is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Daniel has a strong track record of providing personalized financial advice and wealth management solutions to individuals, families, and businesses. He holds a Series 7, Series 6, Series 63, Series 65, and Series 24 license, and has been recognized for his expertise in investment planning, retirement planning, and estate planning. Prior to joining LPL Financial LLC, Daniel was employed by Invest Financial Corporation and Investors Capital Corp. Daniel has been registered in several states including Delaware, Florida, New Jersey, Pennsylvania, Virginia, Tennessee, New York, and District of Columbia.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
02/14/2018 - Present
LPL Financial LLC (MOORESTOWN NJ)
PA
12/23/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (EDDYSTONE PA)
PA
07/13/2004 - 12/31/2008
INVESTORS CAPITAL CORP. (MEDIA PA)
LA
06/20/2003 - 07/13/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 11/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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