Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Zimmerman is a registered investment advisor representative with Virtus Investment Advisers, Inc. Grant Zimmerman has been in the securities industry since December 15, 2005. Grant Zimmerman is currently registered with the state of Connecticut. Grant Zimmerman is also registered with FINRA as a registered representative. Grant Zimmerman has been registered with Virtus Investment Advisers, Inc. since September 9, 2015. Grant Zimmerman was previously registered with Fred Alger & Company, Incorporated, Lincoln Financial Distributors, Inc., Wells Fargo Investments, LLC, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Grant Zimmerman has passed the Series 66, Series 7 and SIE exams. Grant Zimmerman specializes in investment companies and selection of other advisers. Grant Zimmerman is a representative of Virtus Investment Advisers, Inc. which is an investment advisory firm headquartered in Hartford, CT. Virtus Investment Advisers, Inc. provides investment advisory services to investment companies. Virtus Investment Advisers, Inc. has approximately 105 clients and manages approximately $53,982,609,839 in assets. Virtus Investment Advisers, Inc. compensation arrangements include a percentage of assets.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
09/09/2015 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
NY
06/30/2009 - 08/18/2015
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
PA
08/22/2007 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MN
02/21/2007 - 08/21/2007
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
07/08/2005 - 11/22/2006
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
07/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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