Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Zimmerman is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Osaic Wealth, Inc., and holds Series 6, 7, 63, and 66 licenses. Eric has a strong background in providing financial planning, investment management, and retirement planning services to individuals and families. He specializes in helping clients with financial goals, investment strategies, and retirement planning. Previously, Eric was associated with Securities America, Inc. and National Planning Corporation. He is committed to providing personalized service and helping clients achieve their financial 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.
1
2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (HAMDEN CT)
CT
10/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HAMDEN CT)
CT
03/31/2006 - 11/08/2017
NATIONAL PLANNING CORPORATION (HAMDEN CT)
IN
03/14/2003 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
05/31/2000 - 03/20/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Zimmerman is the right advisor for you? Invested Better is here to help.
