Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bryant Zimmerman is a financial professional with experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC and has been in the industry since 2021. Previously, James was employed at Capitol Securities Management, Inc. James specializes in various financial areas including Retirement planning, College savings, Estate planning, Insurance, and Mutual funds. James has the Series 7, SIE, and Series 66 licenses and is licensed in Delaware, Maryland, and Virginia. James is also the owner of Bryant's Landscaping and an employee of Legendary Landscape Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (SALISBURY MD)
MD
07/31/2021 - 08/23/2023
CAPITOL SECURITIES MANAGEMENT, INC. (SALISBURY MD)
BOTH
Issued 10/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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