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Ronald Robert Zimmer

Transamerica Financial Advisors, Inc.

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About Ronald Robert Zimmer

Ronald Robert Zimmer is a financial advisor with Transamerica Financial Advisors, Inc., a company that manages between $1 billion and $10 billion in assets. Ronald has been in the industry since January 1, 2008. Ronald holds several licenses including Series 7, Series 24, Series 52TO, Series 53, and Series 66. Ronald has worked with clients in the insurance, charitable organization, pension, and business sectors. Ronald has experience with high net worth individuals, corporations, and individuals other than high net worth. Ronald's main office is in LUTZ, Florida. Ronald also has an office in SEMINOLE, Florida.

Firm Information

Ronald Zimmer is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Zimmer’s Registration & Firm History

FL

06/03/2019 - Present

Transamerica Financial Advisors, Inc. (LUTZ FL)

FL

02/03/2011 - 06/29/2016

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

10/24/2007 - 02/02/2011

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 05/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/22/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Robert Zimmer.
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