Nicholas Zelenika (CRD# 7381173) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guggenheim Funds Distributors, LLC | Chicago, IL | Oct 2023 - Current | < 1 |
| Morgan Stanley | Chicago, IL | Sep 2023 - Oct 2023 | < 1 |
| E*trade Securities LLC | Chicago, IL | Jun 2021 - Sep 2023 | 2 |
| University Of Iowa | Iowa City, IA | Aug 2017 - May 2021 | 3 |
| Doordash | Frankfort, IL | Mar 2020 - Feb 2021 | < 1 |
| First Trust Portfolios | Wheaton, IL | Jun 2019 - Aug 2019 | < 1 |
| Big Ten Rentals | Iowa City, IL | May 2018 - Aug 2018 | < 1 |
| University Of Iowa Hawk Shop | Iowa City, IL | Aug 2017 - May 2018 | < 1 |
| Lincoln Way East High School | Frankfort, IL | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- IL
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Total Assets Under Management11,255MILLIONS
-
Total Number of Accounts138ACCOUNTS
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Average Account Value$81,560,809
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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