Company Information

Get to know Zimermann Consultoria Financeira

Founded in 2016, Zimermann Investimentos is an investment advisory office that operates as an Independent Investment Agent (Agente Autônomo de Investimento) under the XP Investimentos umbrella, one of Brazil's largest brokerage firms. The company's mission is to provide customized financial solutions and investment advice tailored to the individual goals and risk profiles of its clients. They focus on building long-term relationships and offering a comprehensive service that includes financial planning, asset allocation, and ongoing portfolio management.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Zimermann Consultoria Financeira

Brazil

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.