Joseph
Zielinski
Bluefin Financial
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About this Advisor
Joseph Zielinski is a certified financial planner who works out of Moorestown, New Jersey with a total of 6 years of industry experience. Zielinski is an employee of Bluefin Financial. Throughout their career, they have worked 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. Zielinski has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Texas. Bluefin Financial is a registered investment business that has its headquarters in Moorestown, NJ. It administers $208 million in assets among its 701 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 701 customer accounts, 19% belong to high-net-worth clients who have at least $1 million in assets. Bluefin Financial offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Bluefin Financial likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluefin Financial Brokerage Details
$207,579,421
4
701
$296,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Zielinski Work History
Joseph has been registered as a financial advisor for 6 years.*
Money Management Financial Services LLC Dba Bluefin Financial
Money Management Financial Services
Securities America, Inc
Securities America Advisors, Inc
Moorsetown Visiting Nurses Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Moorestown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
