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Penny Lynn Zalesky

American Enterprise Investment Services Inc.

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About Penny Lynn Zalesky

Penny Lynn Zalesky is a financial advisor with American Enterprise Investment Services Inc. Penny has been in the industry since 2004. Penny has passed the Series 7, Series 52TO, Series 63, Series 24, and Series 53 exams. Penny is registered with the state of Minnesota and FINRA. Penny was previously employed by DST MARKET SERVICES, LLC, AMERICAN ENTERPRISE INVESTMENT SERVICES INC., AMERIPRISE FINANCIAL SERVICES, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, and MILLER JOHNSON STEICHEN KINNARD, INC.

Firm Information

Penny Zalesky is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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Penny Zalesky’s Registration & Firm History

MN

05/24/2018 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

06/04/2015 - 05/02/2017

DST MARKET SERVICES, LLC (Minneapolis MN)

MN

08/05/2008 - 07/02/2015

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)

MN

10/05/2007 - 07/25/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

12/06/2006 - 06/08/2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)

MN

11/19/2002 - 12/06/2006

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/25/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Penny Lynn Zalesky.
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