Joseph ZappitelliCRD Number: 6946982
Current Firm: Equitable Advisors, LLC
Joseph Zappitelli (CRD# 6946982) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has over 3 years of experience in the finance industry.
Key Investment Services LLC
Wells Fargo Clearing Services, LLC
|Equitable Advisors, LLC||New York, NY||Jul 2018 - Current||4|
|Axa Advisors, LLC||New York, NY||Jul 2018 - Jun 2020||1|
|Unemployed||Conneaut, OH||May 2018 - Jul 2018||< 1|
|Student||Conneaut, OH||Jan 2008 - May 2018||10|
|A-tech||Ashtabula, OH||May 2015 - Aug 2017||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- 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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