Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Zimmerman is an investment advisor representative with J.P. Morgan Securities LLC. Steve has been in the financial industry since August 16, 2010. Steve has been registered with J.P. Morgan Securities LLC since March 20, 2015. Previously, Steve was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and Chase Investment Services Corp. Steve is licensed to offer securities in 53 states. Steve holds the Series 3, 6, 7, 63 and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/07/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
02/26/2016 - 05/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
03/20/2015 - 02/22/2016
J.P. MORGAN SECURITIES LLC (LIBERTYVILLE IL)
IL
03/25/2010 - 05/29/2012
PNC INVESTMENTS (GLENVIEW IL)
IL
09/14/2007 - 03/17/2010
CHASE INVESTMENT SERVICES CORP. (WILMETTE IL)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/1996
Series 3 - National Commodity Futures 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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
Not sure Steve Zimmerman is the right advisor for you? Invested Better is here to help.
