Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Zolkiewicz is a licensed financial professional with over 20 years of experience in the financial services industry. Kevin currently works at Citigroup Global Markets Inc. where he has been employed since April 2004. Prior to that, he worked at SLK-Hull Derivatives LLC and Spear, Leeds & Kellogg, L.P.. Kevin is a licensed Series 7, Series 3, Series 55, Series 30, and Series 57TO representative. Kevin specializes in providing asset allocation advice, financial planning, portfolio management for individuals, and portfolio management for 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/07/2004 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/02/2003 - 08/07/2003
SLK-HULL DERIVATIVES LLC (NEW YORK NY)
NY
01/01/2001 - 03/18/2003
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BC
Issued 02/25/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/26/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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
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
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