Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lorne Zimmerman is a financial advisor with over 28 years of experience in the financial industry. Steven has a Series 7, Series 24, and Series 63 license. Steven is currently registered with Sammons Financial Network, LLC in West Des Moines, Iowa.
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
IA
04/12/2018 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
FL
01/19/2016 - 04/17/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
CT
03/06/2012 - 01/07/2015
P.J. ROBB VARIABLE CORPORATION (FARMINGTON CT)
PA
01/10/2011 - 01/05/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (DOYLESTOWN PA)
MA
11/16/2009 - 11/19/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
07/14/2005 - 02/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GLASTONBURY CT)
CA
07/23/1991 - 07/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
12/21/1989 - 07/03/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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