Unclaimed
Violet Zinkerman is a registered investment advisor representative with Xypn Invest. Violet has over 16 years of experience in the financial services industry. Violet has held positions with Ameritas Investment Company, LLC, Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Violet is currently registered with the state of Massachusetts.
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.
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.
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2
MA
11/28/2023 - Present
Xypn Invest (SWANSEA MA)
CA
06/01/2021 - 08/18/2023
AMERITAS INVESTMENT COMPANY, LLC (EXETER CA)
IL
04/12/2018 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
06/17/2016 - 04/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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