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Kevin Edward Zimmerman

State Street Global Advisors Funds Distributors, LLC

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About Kevin Edward Zimmerman

Kevin Zimmerman is a financial advisor with State Street Global Advisors Funds Distributors, LLC. Kevin has been in the financial services industry since 2002. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 24 and 66 licenses, as well as the SIE. Prior to joining State Street Global Advisors Funds Distributors, LLC, Kevin worked for Eaton Vance Distributors, Inc., ICAP Electronic Broking LLC, Performance Trust Capital Partners, LLC, Old Mutual Investment Partners, Neuberger Berman LLC, Morgan Stanley & Co., Incorporated, and Goldman, Sachs & Co.. Kevin is registered in 52 states and the District of Columbia.

Firm Information

Kevin Zimmerman is currently registered with State Street Global Advisors Funds Distributors, LLC. State Street Global Advisors Funds Distributors, LLC is a Limited Liability Company formed in March 2002. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has an active SEC registration. The firm has reported 17 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kevin Zimmerman’s Registration & Firm History

MA

08/19/2014 - Present

State Street Global Advisors Funds Distributors, LLC (Boston MA)

MA

03/14/2014 - 08/08/2014

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

NY

07/13/2012 - 03/04/2013

ICAP ELECTRONIC BROKING LLC (NEW YORK NY)

IL

07/06/2011 - 04/11/2012

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

MA

04/01/2010 - 06/10/2011

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

IL

06/19/2006 - 07/08/2009

NEUBERGER BERMAN LLC (CHICAGO IL)

NY

02/11/2004 - 06/16/2006

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

08/11/2000 - 01/09/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Edward Zimmerman.
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