Joseph Zaidain (CRD# 3092471) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 24 years of experience in the finance industry.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Miamisburg, OH | Feb 2018 - Current | 6 |
| Brass Tax Wealth Management, Inc. | Miamisburg, OH | Dec 2017 - Current | 6 |
| Joseph S. Zaidain, Sole Proprietor | Miamisburg, OH | Dec 2009 - Current | 14 |
| Wings Of Adrian 122, LLC | Adrian, MI | Jul 2006 - Current | 17 |
| Mwz Financial Group, LLC | Miamisburg, OH | Feb 1996 - Current | 28 |
| Mwzh Partners | Miamisburg, OK | Jan 1993 - Current | 31 |
| Mahle, Wack, Zaidain, & Company, Pll | Miamisburg, OH | Aug 1986 - Current | 37 |
| Invest Financial Corp. | Tampa, FL | Jul 2006 - Feb 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
- OH
-
Total Assets Under Management674MILLIONS
-
Total Number of Accounts2,414ACCOUNTS
-
Average Account Value$279,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
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