Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Forrest Zimmer is a financial advisor currently registered with Founders Financial Securities LLC. Robert has been in the financial services industry since 2007. Prior to joining Founders Financial Securities LLC, Robert was registered with Benjamin F. Edwards & Company, Inc. and NYLIFE Securities LLC. Robert holds a Series 6, 7, 63 and 66 license. Robert is licensed to provide financial services in Delaware, Maryland, Michigan, New York, North Carolina, Pennsylvania, and Virginia. Robert's current practice involves providing investment advisory services for individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations.
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.
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2
MD
03/23/2020 - Present
Founders Financial Securities LLC (Westminster MD)
MD
04/21/2017 - 04/01/2020
BENJAMIN F. EDWARDS & COMPANY, INC. (BALTIMORE MD)
MD
01/31/2007 - 04/25/2017
NYLIFE SECURITIES LLC (TIMONIUM MD)
BOTH
Issued 07/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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