Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Marie Zimmerman is a financial advisor with over 25 years of experience in the industry. Kristina is currently registered with Lazari Capital Management, Inc. and provides financial planning and portfolio management services to individual and institutional clients. Kristina has a wide range of experience working with high-net-worth individuals, pension and profit sharing plans, corporations, and other businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/15/2024 - Present
Lazari Capital Management, Inc. (Woodland Hills CA)
CA
11/20/2020 - 12/01/2021
KOVACK SECURITIES INC. (Glendale CA)
CA
11/29/2017 - 12/26/2018
LPL FINANCIAL LLC (SANTA CLARITA CA)
CA
05/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (SANTA CLARITA CA)
CA
04/15/2014 - 09/30/2015
CAPITAL RESEARCH BROKERAGE SERVICES, LLC (PASADENA CA)
TN
10/01/1997 - 06/25/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NA
08/13/1992 - 09/22/1997
PASADENA FUND SERVICES, INC.
CA
09/04/1990 - 12/13/1995
ASCHER/DECISION SERVICES, INC. (SAN MARINO CA)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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