Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Zelenka is a registered representative with Janney Montgomery Scott LLC. Kathleen has been in the industry since 1994 and has a broad range of experience in the financial services industry. Prior to joining Janney Montgomery Scott, Kathleen was a financial advisor with Stifel, Nicolaus & Company, Incorporated. Kathleen specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/15/2018 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
02/17/2012 - 06/21/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)
PA
05/07/2007 - 02/22/2012
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
PA
06/01/2001 - 05/25/2007
JANNEY MONTGOMERY SCOTT LLC (YARDLEY PA)
NY
07/10/1998 - 06/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
03/20/1995 - 07/16/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
04/20/1994 - 03/29/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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