Joseph Zielinski, financial advisor Moorestown NJ

Joseph Zielinski

CRD Number: 2998331
Current Firm: Bluefin Financial

Joseph Zielinski (CRD# 2998331) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 24 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
Money Management Financial Services Llc Dba Bluefin Financial Moorestown, NJ Jul 2017 - Current 5
Securities America Advisors, Inc. Cherry Hill, NJ Jun 2003 - Current 19
Money Management Financial Services Cherry Hill, NJ May 2003 - Current 19
Securities America, Inc. Cherry Hill, NJ May 2003 - Current 19
Moorsetown Visiting Nurses Association Moorestown, NJ Jun 1999 - Current 23
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: (856) 795-9998
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    240
    MILLIONS
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $390,378
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, MD, NJ, PA, TX

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