Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Lynn Zimmerman is a registered representative with Allstate Financial Services, LLC. Zimmerman has been in the financial services industry since August 25, 2013 and holds Series 6, 63, and SIE licenses. Zimmerman's current registrations include Connecticut and New York.
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.
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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2
NY
08/26/2013 - Present
Allstate Financial Services, LLC (Carmel NY)
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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