Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Zimmer is a financial advisor registered with LPL Financial LLC. William has been in the financial services industry since March 6, 1986. William is licensed in Nebraska and Texas. William has a Series 7, Series 6, Series 22, and Series 63. William is also a Chartered Financial Consultant. William has experience with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
02/27/2020 - Present
LPL Financial LLC (LINCOLN NE)
NE
01/03/2007 - 02/28/2020
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
03/05/1986 - 12/31/2006
MML INVESTORS SERVICES, INC. (LINCOLN NE)
BC
Issued 12/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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