Unclaimed
Kenzie Ann Serianni is a financial advisor at Voya Financial Advisors, Inc. Kenzie has over 10 years of experience in the financial industry, and has been with Voya Financial Advisors, Inc. since August 2017. Kenzie is registered with FINRA and the state of Florida. Kenzie holds the Series 6 and SIE licenses and has passed the Uniform Investment Adviser Law Examination. Kenzie specializes in retirement planning, financial planning, and investment management. Kenzie has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2019 - Present
Voya Financial Advisors, Inc. (TAMPA FL)
FL
10/01/2012 - 10/10/2013
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
06/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POMPANO BEACH FL)
IA
Issued 01/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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