Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Zimmerman is a financial advisor with over 12 years of experience in the industry. Jonathan is currently registered with Prudential Investment Management Services LLC and is licensed in all 50 states and the District of Columbia. Jonathan has previously held positions at NYLIFE Distributors LLC, Morgan Stanley & Co. LLC, and Morgan Stanley Smith Barney. Jonathan holds Series 7, 24, 63, and 66 securities licenses and is a Registered Principal.
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.
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2
NJ
06/02/2022 - Present
Prudential Investment Management Services LLC (NEWARK NJ)
NY
03/21/2018 - 04/28/2022
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
12/13/2010 - 04/17/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/01/2009 - 12/13/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
11/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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