Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Zimmerman is an investment advisor representative with Spectrum Investment Advisors, Inc. Emily has been in the industry since 2010. Prior to joining Spectrum Investment Advisors, Inc., Emily worked at Wells Fargo Advisors, LLC, Raymond James & Associates, Inc., AXA Advisors, LLC, and Transamerica Investors Securities Corporation. Emily has passed the Series 7, Series 66, and SIE exams. Emily specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
By plan participant flat fees
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2
WI
01/27/2022 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
NY
07/03/2018 - 01/07/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
WI
08/09/2016 - 06/28/2018
AXA ADVISORS, LLC (WAUKESHA WI)
WI
11/06/2015 - 08/15/2016
RAYMOND JAMES & ASSOCIATES, INC. (Waukesha WI)
WI
03/31/2011 - 11/10/2015
WELLS FARGO ADVISORS, LLC (WAUKESHA WI)
BOTH
Issued 09/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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