Joshua Zelem, financial advisor Hamden CT
90 score

Joshua Zelem

CRD Number: 6038583
Current Firm: Mml Investors Services, LLC

Joshua Zelem (CRD# 6038583) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hamden, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Hamden, CT Mar 2015 - Current 1
Massmutual Life Insurance Company Hamden, CT Jan 2015 - Current 1
Northwestern Mutual Investment Services, LLC Hamden, CT Oct 2013 - Mar 2015 1
Northwestern Mutual Investment Services, LLC Hamden, CT Feb 2013 - Mar 2015 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2013 - Mar 2015 2
Unemployed Hamden, CT Oct 2012 - Dec 2012 < 1
P Squared Franchising Monroe, CT Jun 2012 - Sep 2012 < 1
Barnum Financial Group Shelton, CT Mar 2012 - Jun 2012 < 1
Liberty Mutual Insurance Wallingford, CT Aug 2011 - Mar 2012 < 1
Southern Ct State University New Haven, CT Sep 2006 - Aug 2011 4
At+t Hamden, CT Feb 2008 - Jul 2011 3
American Cellular Hamden, CT Jun 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Joshua Zelem
Phone Number: (413)737-8400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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