Unclaimed
Jennifer Zimmer has been in the financial services industry since June 1, 2001. Jennifer is currently registered with Global Atlantic Distributors, LLC. Jennifer has held previous registrations with Hartford Investment Financial Services, LLC, Hartford Life Distributors, LLC, and Directed Services LLC. Jennifer has a strong track record of providing financial advice to clients. Jennifer is a Series 7TO, Series 63, Series 24, Series 26, and SIE licensed professional. Jennifer is licensed in 51 states.
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.
1
2
PA
06/28/2013 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
12/03/2012 - 06/25/2013
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (RADNOR PA)
PA
02/16/2011 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
PA
11/20/2006 - 12/15/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
PA
09/25/2000 - 05/18/2006
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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