Unclaimed
Kenneth Zahn is a registered representative with Fidelity Personal And Workplace Advisors, and has been in the financial services industry since September 1999. Kenneth is registered in 53 states and the District of Columbia, as well as Texas and New Hampshire, for investment advisory services. Kenneth has a wide range of experience, including investment company products and variable contracts, general securities, and securities industry essentials. Kenneth is also a race timer for athletic events, which helps him to understand the importance of timing and precision in all aspects of his life.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
01/13/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CA
09/22/1999 - 06/05/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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