Unclaimed
Edward Anthony Zimmer is a financial professional with over 30 years of experience in the financial services industry. Edward is a registered representative with Fifth Third Securities, Inc., and is also registered as an investment advisor representative in Ohio. Edward is a Certified Financial Planner and has a strong track record of success in helping clients achieve their financial goals. Edward has a deep understanding of the financial markets and is committed to providing personalized advice and guidance to his clients.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/14/2005 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
OH
01/12/1993 - 07/23/2001
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
OH
04/11/1990 - 01/14/1993
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NA
12/22/1987 - 04/11/1989
MCDONALD & COMPANY SECURITIES, INC.
IA
Issued 12/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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