Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Zimmerman is a financial advisor with PNC Investments. Karl has been in the financial services industry since 2002. Karl has held several positions at various financial institutions, including Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Key Investment Services LLC and PlanCo Financial Services, LLC. Karl specializes in providing financial planning services and portfolio management for individuals and businesses. Karl is also a Certified Financial Planner.
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.
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.
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.
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2
OH
05/24/2023 - Present
PNC Investments (CINCINNATI OH)
OH
05/12/2021 - 05/18/2023
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
08/16/2018 - 05/10/2021
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
07/16/2014 - 09/12/2018
CITIGROUP GLOBAL MARKETS INC. (SKOKIE IL)
KY
02/22/2007 - 06/06/2014
PNC INVESTMENTS (LOUISVILLE KY)
OH
04/06/2006 - 02/09/2007
KEY INVESTMENT SERVICES LLC (MILFORD OH)
CT
02/18/2005 - 04/05/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
12/11/2003 - 02/18/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
AL
05/07/2003 - 12/15/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
09/07/1999 - 10/18/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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