William L. Zelenik
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Lyons Zelenik, who also goes by Bill Zelenik, William L Zelenik, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1983. William had worked at 7 firms and has passed the Series 99TO, SIE and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 16, 2017 - April 15, 2025
TAYLOR SECURITIES, INC.
September 3, 2013 - September 3, 2015
CETERA WEALTH SERVICES, LLC
February 7, 2000 - September 3, 2013
TOWER SQUARE SECURITIES, INC.
July 15, 1999 - February 7, 2000
OSAIC FA, INC.
October 15, 1993 - January 12, 1999
VOYA FINANCIAL PARTNERS, LLC
November 19, 1984 - September 18, 1985
AETNA FINANCIAL SERVICES, INC.
June 19, 1983 - October 15, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 2
Date: 4/1/1980
Non-Member General Securities ExaminationCurrent Firm
TAYLOR SECURITIES, INC.
CRD#: 17575 / SEC#: 801-44465, 8-36712
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 342 |
| AUM (Assets Under Management) | $ 283,848,153 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
