Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Zimmerman is a financial advisor currently working with Fidelity Personal and Workplace Advisors. Todd is a registered representative with both FINRA and the State of New York and has been in the industry since 2007. Todd has held previous positions with E*TRADE Securities LLC and Morgan Stanley. Todd is licensed to advise on a variety of investment products and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
11/07/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
12/03/2007 - 08/21/2023
E*TRADE SECURITIES LLC (New York NY)
NY
03/24/2023 - 08/17/2023
MORGAN STANLEY (New York NY)
NY
03/26/2007 - 11/07/2007
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 03/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Todd Zimmerman is the right advisor for you? Invested Better is here to help.
