Jimmy S Zimmerman

2203 Oak Knoll Ct, Colleyville, TX 76034

Financial Services

Beaird Harris
Shareholder Aep Ccertified Financial Planner
Beaird Harris Apr 2015 - Dec 2016
Financial Advisor
Fidelity Investments Jan 2008 - Apr 2015
Vice President and Senior Account Executive
Fidelity Investments Jan 2006 - Jan 2008
Senior Investment Consultant
Fidelity Investments Jul 1998 - Jan 2006
Investment Consultant

Alternative Investments
Estate Planning
Series 63
Certified Financial
Financial Planners
Fixed Income
Insurance
Retirement Planning
Portfolio Management
Investments
401K
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Investment Strategies
Wealth Accumulation
Asset Management
Training
Certified Financial Planner
Management
Strategic Financial
Retirement
Series 65
Crm
Series 7
Securities
Investment Management

Certified Financial Planner
Accredited Estate Planner
Chartered Life Underwriter
Mensa Member
Cfa Level Ii Candidate
Cfp Board
National Association of Estate Planners & Councils
Certification Committee of the Board of Trustees of the American College
American Mensa