Joseph Zito (CRD# 6417594) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Iselin, NJ | May 2021 - Current | 3 |
Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - May 2021 | 1 |
Cetera Investment Advisers LLC | Iselin, NJ | Jun 2019 - May 2021 | 1 |
Foresters Financial Services, Inc. | Iselin, NJ | Feb 2019 - Jun 2019 | < 1 |
Foresters Advisory Services | Iselin, NJ | Apr 2016 - Jun 2019 | 3 |
Foresters Financial Services | Iselin, NJ | Jun 2017 - Feb 2019 | 1 |
Foresters Financial Services | Iselin, NJ | Nov 2015 - Jun 2017 | 1 |
Foresters Financial Services | Iselin, NJ | Oct 2015 - Nov 2015 | < 1 |
Foresters Financial Services | Iselin, NJ | Feb 2015 - Oct 2015 | < 1 |
First Investors Corporation | Iselin, NJ | Nov 2014 - Feb 2015 | < 1 |
Pepsico | Asbury Park, NJ | Mar 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- NJ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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