Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Zimmerman is a financial advisor who is currently registered with Key Investment Services LLC. Logan has been in the financial industry since November 16, 2019. Logan is registered with the state of Indiana as both a broker-dealer and an investment advisor representative. Logan is also registered with the state of Ohio as a broker-dealer. Logan has passed the Series 66, Series 7TO, and SIE exams. Logan has previously worked for Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC.
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.
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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OH
03/17/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
IN
05/18/2020 - 02/24/2022
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
IN
11/08/2019 - 05/19/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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