Carl ZimelCRD Number: 1433028
Current Firm: Msi Financial Services, Inc.
Carl Zimel (CRD# 1433028) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Metlife Securities Inc.||Melbourne, FL||Jun 1989 - Current||27|
|Metropolitan Life Insurance Company||Melbourne, FL||Jun 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV