Joseph
Zielinski
Bluefin Financial
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About this Advisor
Joseph Zielinski is a financial advisor based in Moorestown, New Jersey, working with Bluefin Financial. Joseph has previously held positions at Money Management Financial Services, Securities America, Inc, Securities America Advisors, Inc, Moorsetown Visiting Nurses Association, and Money Management Financial Services LLC Dba Bluefin Financial. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Joseph is part of Bluefin Financial, which operates out of Moorestown, New Jersey. The firm has 4 employees and manages assets totaling $231.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bluefin Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bluefin Financial Brokerage Details
$231,558,948
4
657
$352,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Zielinski Work History
Money Management Financial Services LLC Dba Bluefin Financial
Money Management Financial Services
Securities America, Inc
Securities America Advisors, Inc
Moorsetown Visiting Nurses Association
Disclosures
Please visit the SEC profile of Joseph Zielinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluefin Financial
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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