Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zimmer is a financial advisor currently registered with Independent Solutions Wealth Management, LLC. Michael has been working in the financial services industry since 2011. Michael is licensed to offer securities advice in both Florida and New York. Previous employers include Next Financial Group, Inc. Michael has passed the Series 7, SIE and Series 99TO exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/22/2021 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
02/11/2011 - 12/10/2014
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
BOTH
Issued 08/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Zimmer is the right advisor for you? Invested Better is here to help.
