Kristen Lee Zingale

Current Employers

Employment History

• 07/2014 → 11/2019
  Janney Montgomery Scott Llc
  Cleveland, OH
• 11/2019 → Present
  Saorsa Wealth Management
  Westlake , OH
• 01/2020 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2026 → Present
  Ceterea Wealth Services
  El Segundo, CA
• 07/2026 → Present
  Cetera Investment Advisors, Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-10 → 2026-08-03
  Commonwealth Financial Network
  Westlake, OH
  North Ridgeville, OH
• 2016-11-14 → 2019-11-11
  Janney Montgomery Scott Llc
  Independence, OH

Other Businesses

1. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 07/2016; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS; 2. NAME OF OTHER BUSINESS: SAORSA WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND WEALTH MANAGEMENT; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT FOR FINANCIAL ADVISOR;

Exams

• S66 Uniform Combined State Law Examination
  2016-11-11

Other Names

• Kristen Holthouse
• Kristen Lee Holthouse