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Zenith Ke Koy

Transamerica Financial Advisors, Inc.

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About Zenith Ke Koy

Zenith Koy is a financial advisor with over 20 years of experience. Zenith has been with Transamerica Financial Advisors, Inc. since 2012, where Zenith is registered as a Registered Representative and Investment Advisor Representative. Zenith also worked with World Group Securities, Inc. from 2002 to 2012 and WMA Securities, Inc. from 1999 to 2002. Zenith is licensed in Minnesota, Texas and Wisconsin and has passed the Series 6, Series 26, Series 63, and Series 65 exams. Zenith is also a referral agent for Legacy Shield and Net Law. Zenith provides investment advice for individuals, businesses and other entities, and has a strong track record of helping clients achieve their financial goals.

Firm Information

Zenith Koy is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Zenith Koy’s Registration & Firm History

MN

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (BLOOMINGTON MN)

MN

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BLOOMINGTON MN)

GA

06/10/1999 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zenith Ke Koy.
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