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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Zimmerman is a financial advisor at Focus Financial. Jeffery has over 28 years of experience in the financial services industry. Jeffery has a broad range of experience, with registrations in all 50 states and the District of Columbia. Jeffery is also a registered investment advisor in Minnesota. Jeffery is a Series 4, 7, 24, 53 and 63 licensed principal, as well as Series 65 licensed. In addition to his experience as a financial advisor, Jeffery is also a business development manager for Focus Financial Network, Inc. where Jeffery provides training and transitions for new advisors and staff. Jeffery is also a trustee for an estate trust, a position that is not investment related.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/19/2013 - Present
Focus Financial (MINNEAPOLIS MN)
MN
08/22/2002 - 09/19/2011
LPL FINANCIAL LLC (BUFFALO MN)
MN
01/09/2001 - 08/05/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 08/05/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/09/1999 - 05/09/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
09/28/1993 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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