Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Zimmerman is a financial advisor with over 20 years of experience in the financial services industry. Joe is currently registered with Investment Research Corp. and is also a registered representative with FINRA. Joe has a broad range of experience in financial planning, portfolio management, and investment advisory services. Joe has worked with a variety of clients, including individuals, families, and businesses. Joe is committed to providing personalized financial advice that meets the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
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
TX
01/04/2021 - Present
Investment Research Corp. (Houston TX)
TX
12/06/2019 - 12/31/2020
SA STONE WEALTH MANAGEMENT INC. (Houston TX)
TX
11/30/2001 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (HOUSTON TX)
AL
07/27/2000 - 11/09/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 07/29/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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