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Violet Esta Zinkerman

Xypn Invest

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About Violet Esta Zinkerman

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.

Firm Information

Violet Zinkerman is currently registered with Xypn Invest. Xypn Invest is an investment advisor registered with the SEC. The firm's main office is in BOZEMAN, MT. The firm has 15 investment adviser representatives. They manage $133,274,180 in assets. Xypn Invest provides portfolio management for businesses and individuals. Their clients include other investment advisors.
Xypn Invest

24 E. MAIN STREET

BOZEMAN, MT 59715

$133.27M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Violet Zinkerman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Violet Esta Zinkerman.
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