Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Beth Zimmerman is a financial professional with over 20 years of experience in the financial services industry. Holly is currently registered with Centerview Partners LLC. Prior to her current role, Holly worked at several well-known firms including Lehman Brothers Inc., Prudential Investment Management Services LLC, Salomon Smith Barney Inc., and Salomon Brothers Inc. Holly holds the Series 7, Series 7TO, and SIE licenses.
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
NY
11/17/2021 - Present
Centerview Partners LLC (NEW YORK NY)
NY
05/24/2000 - 05/25/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
03/17/1999 - 09/03/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/03/1997 - 10/26/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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