Unclaimed
John Laurence Zimnik is a financial advisor with Fisher Investments, a firm with approximately $1 billion - $10 billion in assets under management. John has been a registered investment advisor for over 20 years and has extensive experience working with individuals, families, and institutions. John has a deep understanding of the financial markets and a commitment to providing personalized advice that meets the unique needs of each client. John holds both the Series 65 and 63 licenses.
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.
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.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/12/2024 - Present
Fisher Investments (PLANO TX)
FL
01/06/2022 - 09/11/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
06/20/2020 - 03/05/2021
TRANSAMERICA CAPITAL, INC. (St. Petersburg FL)
FL
05/06/2015 - 10/10/2017
CHARLES SCHWAB & CO., INC. (ST. PETERSBURG FL)
FL
07/23/2013 - 04/20/2015
TD AMERITRADE, INC. (TAMPA FL)
FL
03/17/2011 - 01/12/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SEMINOLE FL)
FL
10/02/1997 - 04/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (OLDSMAR FL)
MN
10/02/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/27/1996 - 05/27/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
GA
01/04/1993 - 12/20/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/03/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Zimnik is the right advisor for you? Invested Better is here to help.