Jeffrey Nickum (CRD# 2822256) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 27 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2020 - Current | 4 |
Zimmermann Investment Management & Planning | New Cumberland, PA | Apr 2019 - Current | 5 |
Pfa Professional Group, LLC | Camp Hill, PA | Aug 2001 - Current | 22 |
Pfa Security Asset Management, Inc. | Camp Hill, PA | Jan 2001 - Jan 2020 | 19 |
Professional Asset Management Advisors, Inc. | Camp Hill, PA | Mar 1998 - Jan 2020 | 21 |
Professional Financial Advisors, Inc. | Camp Hill, PA | Feb 2002 - Dec 2019 | 17 |
Professional Financial Advisors, Inc. | Camp Hill, PA | Feb 2000 - Dec 2019 | 19 |
Professional Tax Advisors, Inc. | Camp Hill, PA | Feb 2000 - May 2018 | 18 |
Professional Tax Advisors, Inc. | Camp Hill, PA | Aug 1995 - May 2018 | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- PA
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$177,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DE, FL, MD, NC, OH, PA, SC, TX, VA
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