Steven Zimmerman

WORK HISTORY

EDUCATION

SKILLS

ABOUT STEVEN ZIMMERMAN

Graduate of Saint Joseph’s University with a Master of Science degree with a major in Financial Services and a Bachelor of Science degree with a major in Management-Graduate of the University of California Irvine CFP® Residency Program-Certified as an Accredited Investment Fiduciary ® (AIF®) by The Center for Fiduciary Studies at the University of Pittsburgh-Licensed as a CERTIFIED FINANCIAL PLANNER professional by the Certified Planner Board of Standards-Registered as an Investment Advisor Representative-Certified as a Chartered Financial Consultant (ChFC) by the American College-Successfully completed the following REGISTRATIONS: Uniform Investment Advisor Law (Series 65), General Securities Representative (Series 7), Investment Company Products/Variable Contracts Limited Representative (Series 6), and the Uniform Securities Agent State Law (Series 63)-Certified as a Chartered Life Underwriter (CLU) by the American College of Financial Services-Licensed as an agent for life insurance, accident & health insurance, annuities, and property/casualty in various states-Employed in the financial services industry since 1983 and with MAGIS Financial Partners since 1987-Maintains continuing education requirements for above registrations, designations, and licenses-Member of American Society of Pension Professionals & Actuaries-Member of the national Financial Planning Association and the Philadelphia & Tri-State Area Chapter of the Financial Planning Association-Member of the national Society of Financial Service ProfessionalsWayne Branch Location:460 East Swedesford Road Suite 2030 Wayne, PA 19087MAGIS Financial Partners is a wholly owned subsidiary of Cetera Advisors, LLC. Registered representative offering securities and investment advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment advisor.