Marc Zimmerman, financial advisor Boston MA

Marc Zimmerman

CRD Number: 2398296
Current Firm: Mma Securities LLC

Marc Zimmerman (CRD# 2398296) is an Investment Advisor Representative working at Mma Securities LLC in Boston, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mma Securities LLC Conshohocken, PA May 2019 - Current 4
Marsh & Mclennan Agency LLC Conshohocken, PA May 2019 - Current 4
The Centurion Group, LLC Plymouth Meeting, PA Feb 2014 - May 2019 5
Purshe Kaplan Sterling Investments Albany, NY Nov 2014 - Nov 2018 4
Lpl Financial LLC Wellington, FL Feb 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Marc A. Zimmerman
Phone Number: 212-345-5000
Firm Website: https://compassfp.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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