Kerstin C. Zielinski
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.
Kerstin Caroline Zielinski, who also goes by Kerstin Caroline Gross, was a registered financial professional .
Kerstin is a previously registered financial professional and started their career in finance in 2006. Kerstin had worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2010 - January 22, 2013
DAVIDSON WEALTH MANAGEMENT LLC
March 28, 2007 - June 29, 2010
DAVIDSON ASSET MANAGMENT, INC.
September 7, 2006 - December 31, 2012
OSAIC WEALTH, INC.
Primary Firm SEC Registration
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
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
Current Firm
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 635 |
| AUM (Assets Under Management) | $ 147,636,663 |
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.
