Unclaimed
John Zimmermann is a financial advisor with over 17 years of experience in the financial services industry. John is currently registered with American Century Investment Services Inc. and is licensed in all 50 states. John has a strong track record of success in helping clients achieve their financial goals.
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
NY
05/31/2018 - Present
American Century Investment Services Inc. (NEW YORK NY)
NY
06/14/2010 - 05/15/2018
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
07/23/2008 - 04/01/2010
MBSC SECURITIES CORPORATION (JERICHO NY)
NY
12/05/2003 - 01/23/2004
UBS SECURITIES LLC (NEW YORK NY)
CT
03/01/2002 - 12/05/2003
ABN AMRO INCORPORATED (STAMFORD CT)
NY
09/12/2001 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
NY
02/27/2001 - 09/06/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
09/22/2000 - 03/15/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Zimmermann is the right advisor for you? Invested Better is here to help.