Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Zak is a financial advisor with Raymond James Financial Services, Inc. and Carillon Fund Distributors, Inc. Kathleen is a Series 99TO and SIE exam holder. Kathleen also works with Raymond James & Associates, Inc. and has been a part of the financial industry since 2019.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
08/20/2019 - Present
Raymond James Financial Services, Inc. (ST. PETERSBURG FL)
NJ
09/23/2022 - 09/03/2024
SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ)
BC
Issued 07/02/2019
Series 99TO - Operations Professional Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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