linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katlyn Sierra Zielinski

Pershing LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katlyn? Claim Your Profile

About Katlyn Sierra Zielinski

Katlyn Sierra Zielinski is a registered representative with Pershing LLC. Katlyn Zielinski has been working in the financial services industry since November 8, 2021. Prior to joining Pershing LLC, Katlyn Zielinski worked for PERSHING ADVISOR SOLUTIONS LLC. Katlyn Zielinski holds the Series 7, Series 99, and Series 24 licenses. Katlyn Zielinski is registered in Florida.

Firm Information

Katlyn Zielinski is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katlyn Zielinski’s Registration & Firm History

FL

11/09/2021 - Present

Pershing LLC (LAKE MARY FL)

FL

06/01/2022 - 04/05/2023

PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)

Not sure if Katlyn Sierra Zielinski is right for you?

Licenses & Designations

BC

Issued 06/04/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2021

Series 99TO - Operations Professional Examination

BC

Issued 06/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Katlyn Sierra Zielinski.
Not sure if Katlyn Sierra Zielinski is right for you?