Joseph Zolna (CRD# 6393368) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hollidaysburg, PA and has over 8 years of experience in the finance industry.
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4782048
Kooman & Associates
CRD# 2395434
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Apr 2024 - Current | < 1 |
| Infinex Investments, Inc. | Meriden, CT | Mar 2021 - Apr 2024 | 3 |
| Osaic Institutions, Inc. | Meriden, CT | Mar 2021 - Apr 2024 | 3 |
| Infirst Bank | Indiana, PA | Feb 2021 - Apr 2024 | 3 |
| Unemployed | Altoona, PA | Jun 2019 - Jan 2021 | 1 |
| Axa Advisors, LLC | New York, NY | Aug 2017 - May 2019 | 1 |
| Unemployed | Altoona, PA | Mar 2017 - Aug 2017 | < 1 |
| Allstate Insurance Company | Bellefonte, PA | Jun 2014 - Mar 2017 | 2 |
| Joseph A Zolna Allstate Agency | Bellefonte, PA | Mar 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
| S63 | Uniform Securities State Law Examination | Apr 2016 |
- NY
- PA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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, 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, WY
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