Unclaimed
Kenneth Zielmanski is a financial advisor who has been in the industry since 2011. Kenneth is currently registered with Morgan Stanley as an investment advisor. He is also registered as an investment advisor representative in Georgia and Texas. Prior to joining Morgan Stanley, Kenneth worked at TradeLink L.L.C., John Dawson & Associates, Inc., and Olde Discount Corporation. Kenneth has a wide range of experience in the financial industry, including securities, municipal securities, and investment advisory services. Kenneth is dedicated to providing clients with the highest level of personalized service and helping them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/23/2020 - Present
Morgan Stanley (Atlanta GA)
IL
03/09/2011 - 05/08/2013
TRADELINK L.L.C. (CHICAGO IL)
IL
02/14/1997 - 10/14/1998
JOHN DAWSON & ASSOCIATES, INC. (CHICAGO IL)
MI
08/07/1996 - 02/06/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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