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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Zimmerman is a financial advisor who has been in the industry for over 20 years. Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to provide investment advice in California through Integrated Advisors Network LLC. He is dedicated to helping clients achieve their financial goals through personalized financial planning, portfolio management and investment advisory services. Zimmerman has experience working with individuals, corporations, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/17/2018 - Present
Integrated Advisors Network LLC (WALNUT CREEK CA)
CA
04/18/2005 - 04/04/2007
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
03/28/1996 - 02/23/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
06/22/1994 - 08/30/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1994 - 08/30/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/16/1994 - 03/15/1994
REYNOLDS KENDRICK STRATTON, INC.
NA
01/20/1994 - 01/26/1994
REYNOLDS KENDRICK STRATTON, INC.
BOTH
Issued 06/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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