Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zimmerman has been an active financial advisor since December 1993. He is currently registered as a Registered Representative with Citigroup Global Markets Inc., and previously held a similar position at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert Zimmerman has a diverse background, having held previous roles at Morgan Stanley Smith Barney, Morgan Stanley DW Inc. and UBS International Inc. He has a wide range of experience in the financial services industry, and is highly knowledgeable in areas such as asset allocation advice, financial planning, and portfolio management. Robert Zimmerman specializes in working with corporations, 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.
Asset allocation advice
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
CA
01/23/2023 - Present
Citigroup Global Markets Inc. (PALO ALTO CA)
CA
07/11/2012 - 01/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
06/01/2009 - 02/09/2012
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
CA
05/17/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
CA
09/23/2005 - 10/03/2006
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
NY
06/03/2002 - 05/23/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
06/29/1992 - 05/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/13/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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