Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willy? Claim Your ProfileWilly Fred Zimmerman is a financial advisor associated with LPL Financial LLC. Willy has been in the financial industry for over 15 years, with experience working at Waddell & Reed and Cedar Ridge Wealth Management Group. Willy is registered with the state of Minnesota and Texas as an investment advisor representative and holds a series 6, 7, 63 and 65 license. Willy specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and small businesses.
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
MN
07/21/2021 - Present
LPL Financial LLC (LAKE ELMO MN)
MN
07/09/2007 - 07/21/2021
WADDELL & REED (LAKE ELMO MN)
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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