Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Zimmer is a financial advisor with over 30 years of experience in the industry. He is currently registered with Ausdal Financial Partners, Inc. and has held previous positions at AXA ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Zimmer holds Series 3, 7, 8, 63, 65, and 66 licenses and specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and charitable organizations. Zimmer is also the CEO of Aperatre Wealth Partners, where he devotes approximately 3 hours per month to insurance sales of life and fixed annuities.
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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
05/09/2023 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IL
10/01/2009 - 10/06/2010
AXA ADVISORS, LLC (OAK BROOK IL)
NY
01/19/1981 - 02/17/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/28/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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