Michael Zotto (CRD# 3037747) is an Investment Advisor Representative working at Zone Investment Management, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zone Investment Management, LLC | Tampa, FL | Apr 2021 - Current | 3 |
| Jarred Bunch Consulting, LLC | Indianapolis, IN | Sep 2017 - Jun 2021 | 3 |
| Invst | Tampa, FL | Sep 2017 - Apr 2021 | 3 |
| J.p. Morgan Securities LLC | Highland Park, IL | Dec 2014 - Sep 2017 | 2 |
| Axa Advisors, LLC | Deerfield, IL | Apr 1998 - Dec 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- FL
- IL
- NC
- TX
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$245,687
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IL, NC, TX
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