Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Zimmerman is a registered investment advisor representative with Planmember Securities Corp. Marc has been in the industry since 1986 and has worked with firms such as Legend Equities Corporation, Investors Associates, Inc., F.S.G. Financial Services Group, Inc., Douglas Bremen & Co., Inc. and Individual's Securities LTD. Marc holds the Series 7, Series 24, and Series 63 licenses as well as the SIE exam. Marc has been a registered representative for Planmember Securities Corp since 2021. Marc provides a range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and investment supervisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/26/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
03/28/1994 - 11/17/2016
LEGEND EQUITIES CORPORATION (BOHEMIA NY)
NJ
09/28/1992 - 02/24/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
FL
03/21/1988 - 10/31/1990
F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)
NA
04/03/1986 - 03/16/1988
DOUGLAS BREMEN & CO., INC.
NA
04/03/1985 - 04/15/1986
INDIVIDUAL'S SECURITIES LTD.
NA
03/01/1983 - 10/19/1983
INDIVIDUAL'S SECURITIES LTD.
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Zimmerman is the right advisor for you? Invested Better is here to help.
