Unclaimed Profile

Steven Michael Zimmerman

VF INVESTMENT SERVICES CORP.·HORSHAM, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record25 years registeredVF INVESTMENT SERVICES CORP.

800 ENTERPRISE ROAD, HORSHAM, PA 19044CRD# 3207794Firm CRD# 121445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Michael Zimmerman · HORSHAM, PA

Registration

CRD #3207794 · VF INVESTMENT SERVICES CORP. · 25 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Mar 2024 – present

CETERA ADVISORS LLC

Oct 2016 – present

INVESTORS CAPITAL ADVISORY

Sep 2009 – Oct 2016

HORSHAM, PA

INVESTORS CAPITAL ADVISORY

Dec 2008 – Dec 2008

HORSHAM, PA

MAGIS FINANCIAL PARTNERS

May 2001 – Mar 2021

HORSHAM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 4, 2001

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VF INVESTMENT SERVICES CORP.

CRD 121445 · SEC 801-72956

AUM

$242M

Regulatory assets under management

Employees

208 client accounts

Services offered by VF INVESTMENT SERVICES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VF INVESTMENT SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Steven Michael Zimmerman offer?

Steven Michael Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HORSHAM, Pennsylvania for a consultation.

What are Steven Michael Zimmerman's credentials?

Steven Michael Zimmerman holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Michael Zimmerman located?

Steven Michael Zimmerman is based in HORSHAM, Pennsylvania, working with VF INVESTMENT SERVICES CORP.. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.

How does Steven Michael Zimmerman charge for services?

Steven Michael Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VF INVESTMENT SERVICES CORP.?

VF INVESTMENT SERVICES CORP. has approximately 4 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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