Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Zimmer is a financial advisor with Charles Schwab & CO., Inc. Kenneth has been working in the financial industry since 1999. Kenneth has been registered with Charles Schwab & CO., Inc. since 2017. Kenneth has also worked with MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES LLC, ALLSTATE DISTRIBUTORS, L.L.C., CUSO FINANCIAL SERVICES, L.P., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Kenneth has a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 26 license and holds the Certified Financial Planner designation.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
11/21/2017 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
05/16/2014 - 10/26/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
01/28/2010 - 10/10/2013
NYLIFE SECURITIES LLC (CHICAGO IL)
IL
03/18/2008 - 01/15/2010
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
CA
11/14/2003 - 03/11/2008
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MN
12/05/2002 - 11/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/23/1999 - 06/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/23/1999 - 06/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kenneth Zimmer is the right advisor for you? Invested Better is here to help.
