Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Zimmerman is a registered representative with A.g.p. / Alliance Global Partners in New York, NY. Scott has been in the industry since 2006. Scott has a Series 7, Series 55, Series 57TO, Series 63, and a SIE license. Scott has been registered with A.g.p. / Alliance Global Partners since June 29, 2021, and was previously with AVATAR SECURITIES, LLC and TRILLIUM TRADING LLC. Scott specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. Scott also provides Financial Planning and Selection of Other Advisors services. Scott has worked with clients of all types, including High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations or Other Businesses, Pension and Profit Sharing Plans, Charitable Organizations, and Pooled Investment Vehicles. Scott is currently registered in California, Colorado, Connecticut, Florida, Illinois, Minnesota, New Jersey, New York, Texas, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
06/29/2021 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
03/13/2020 - 06/15/2021
AVATAR SECURITIES, LLC (NEW YORK NY)
NY
06/16/2006 - 01/04/2010
TRILLIUM TRADING LLC (NEW YORK NY)
BC
Issued 08/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2020
Series 57TO - Securities Trader Exam
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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