Unclaimed
Eric Zimmerman is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Franklin Distributors, LLC and has been with the firm since October 2021. Before joining Franklin Distributors, LLC, Eric worked with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Eric holds the Series 66, Series 7, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 51 states. Eric is dedicated to providing personalized financial advice to help clients reach 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.
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.
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2
CA
10/22/2021 - Present
Franklin Distributors, LLC (SAN MATEO CA)
MD
07/07/2021 - 08/05/2021
FRANKLIN DISTRIBUTORS, LLC (BALTIMORE MD)
NJ
04/19/2016 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SHORT HILLS NJ)
NJ
04/19/2016 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SHORT HILLS NJ)
NJ
09/29/2006 - 03/10/2016
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
05/09/2000 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 02/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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