Joseph Zielinski (CRD# 2998331) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 26 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Management Financial Services Llc Dba Bluefin Financial | Moorestown, NJ | Jul 2017 - Current | 6 |
| Securities America Advisors, Inc. | Cherry Hill, NJ | Jun 2003 - Current | 20 |
| Money Management Financial Services | Cherry Hill, NJ | May 2003 - Current | 21 |
| Securities America, Inc. | Cherry Hill, NJ | May 2003 - Current | 21 |
| Moorsetown Visiting Nurses Association | Moorestown, NJ | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- NJ
- TX
-
Total Assets Under Management232MILLIONS
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Total Number of Accounts657ACCOUNTS
-
Average Account Value$352,449
- 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
- Pension consulting services
FL, LA, MD, NJ, PA, SC, TX
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