Unclaimed
Raymond Harold Zimmermann is a financial advisor with over 30 years of experience in the industry. Raymond is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2002. Raymond has been active in the financial industry since 1984 and has held positions at a number of firms including Miller Johnson Steichen Kinnard, Inc. and John G. Kinnard and Company, Incorporated. Raymond holds a number of licenses and certifications including Series 7, Series 24, Series 53, and Series 63. Raymond is also a Registered Investment Advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
02/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (HUTCHINSON MN)
MN
01/22/1999 - 10/04/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
08/01/1990 - 01/27/1999
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
04/20/1989 - 08/08/1990
KINGLAND CAPITAL CORPORATION
NA
12/18/1984 - 11/30/1988
EDWARD D. JONES & CO., L.P.
IA
Issued 05/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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