Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Zimmerman is a financial advisor with Kingswood Capital Partners, LLC based in Birmingham, MI. Jason has over 25 years of experience in the financial services industry. Jason earned their Series 63 license in 1995, their Series 6 license in 1995 and their SIE license in 2018. Jason is currently registered with FINRA and is licensed in 17 states. Jason is committed to providing personalized financial advice to help their clients achieve their financial goals.
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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MI
06/15/2018 - Present
Kingswood Capital Partners, LLC (Birmingham MI)
MI
02/11/2016 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Birmingham MI)
MI
12/12/2001 - 02/12/2016
NFP ADVISOR SERVICES, LLC (BIRMINGHAM MI)
MI
10/15/2013 - 11/05/2013
PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM MI)
NY
12/01/1995 - 12/19/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
07/02/2001 - 07/02/2001
NFP SECURITIES, INC. (AUSTIN TX)
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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