Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Zimmermann is a financial advisor at Arvest Wealth Management, registered in Arkansas, Missouri, Oklahoma, and Texas. Edward has been in the financial services industry since March 8, 2016. Previously, Edward was employed at J.P. Morgan Securities LLC in Sierra Vista, Arizona, and has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Edward is dedicated to providing personalized financial advice and services tailored to each client's unique needs and goals.
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.
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.
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2
AR
09/13/2023 - Present
Arvest Wealth Management (BENTONVILLE AR)
AZ
09/08/2015 - 10/02/2021
J.P. MORGAN SECURITIES LLC (SIERRA VISTA AZ)
BOTH
Issued 06/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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