Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kardon Zimmerman is a financial advisor with Moelis & Co. LLC based in Los Angeles, CA. Zachary has been in the industry since March 19, 2017 and has worked at Greenhill & Co., LLC and Barclays Capital Inc. in the past. Zachary is licensed to offer investment advice in California. Zachary holds the Series 7TO, Series 79, Series 63 and SIE licenses.
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.
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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CA
06/03/2021 - Present
Moelis & Co. LLC (LOS ANGELES CA)
NY
02/01/2019 - 05/04/2021
GREENHILL & CO., LLC (NEW YORK NY)
NY
08/04/2014 - 07/15/2016
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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