Unclaimed
Gilly Zimmer is a financial professional with over 5 years of experience in the industry. Gilly is currently registered with J.p. Morgan Institutional Investments Inc. and holds licenses in Series 3, 7, and 63 as well as the SIE. Gilly is registered to provide investment advice in all 50 states, Washington D.C. and Puerto Rico.
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.
1
2
NY
04/19/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2017
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Gilly Zimmer is the right advisor for you? Invested Better is here to help.