Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Zimmerman is a financial advisor with over 20 years of experience in the industry. Larry is currently registered with Citigroup Global Markets Inc., and previously worked at VICTORY CAPITAL ADVISERS, INC., USAA FINANCIAL ADVISORS, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Larry has a wide range of experience and expertise in the financial services industry, and is committed to providing personalized financial advice and solutions to his clients.
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.
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.
Asset allocation advice
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.
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2
TX
04/27/2020 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
07/01/2019 - 01/10/2020
VICTORY CAPITAL ADVISERS, INC. (San Antonio TX)
TX
11/15/2013 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/21/2011 - 11/12/2013
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
03/28/2011 - 02/02/2012
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/13/2010 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
CA
01/20/2009 - 03/13/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
TX
05/29/2007 - 07/31/2008
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
09/02/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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