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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Zimmermann is a financial advisor with over 30 years of experience in the financial services industry. Paul joined Edward Jones in 1994, bringing with him a wealth of knowledge and expertise. Paul is committed to providing personalized financial advice and investment solutions to help clients achieve their financial goals. He has a strong track record of success, having earned multiple professional designations and certifications. Paul holds the Series 7, 24, 53, 55, 57TO, and 99TO licenses, as well as the SIE exam. Paul is also registered with FINRA and holds a license as a Registered Representative in Missouri. Paul has a deep understanding of the financial markets and is committed to providing his clients with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/15/1994 - Present
Edward Jones (Saint Louis MO)
MO
09/11/1992 - 11/30/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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