Kenneth ZiesenheimCRD Number: 1036804
Current Firm: Raymond James Financial Services Advisors, Inc.
Kenneth Ziesenheim (CRD# 1036804) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sebring, FL and has over 33 years of experience in the finance industry. Kenneth Ziesenheim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Suntrust Investment Services, Inc.
Johnson Stivender Wealth Advisors, Inc.
J. W. Cole Advisors, Inc.
|Finra||Boca Raton, FL||Jun 2012 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Sebring, FL||Jun 2009 - Current||8|
|Prescott College||Prescott, AZ||Mar 2009 - Current||8|
|N/a||Boca Raton, FL||Sep 2008 - Current||9|
|Ksz Consulting Services LLC||Sebring, FL||May 2008 - Current||9|
|Raymond James Financial Services, Inc.||Sebring, FL||Apr 2008 - Current||9|
|Thornburg Securities Corporation||Santa Fe, NM||Nov 1995 - Apr 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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