Joseph Zielinski, financial advisor Moorestown NJ
96 score

Joseph Zielinski

CRD Number: 2998331
Current Firm: Securities America Advisors, Inc.

Joseph Zielinski (CRD# 2998331) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Moorestown, NJ and has over 18 years of experience in the finance industry. Joseph Zielinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors, Inc. Cherry Hill, NJ Jun 2003 - Current 13
Money Management Financial Services Cherry Hill, NJ May 2003 - Current 13
Securities America, Inc. Cherry Hill, NJ May 2003 - Current 13
Moorsetown Visiting Nurses Association Moorestown, NJ Jun 1999 - Current 17
Southwest New Jersey Chapter Of Cpa Society Cherry Hill, NJ Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Joseph A. Zielinski
Phone Number: 402-399-9111
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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