Joseph
Zolna
Infinex Investments, Inc
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About this Advisor
Joseph Zolna is a financial advisor who works out of Indiana, Pennsylvania with a total of 2 years of industry experience. Zolna is currently employed by Infinex Investments, Inc. During their career, the advisor has held roles at Joseph A Zolna Allstate Agency, Fiore Automotive Group, Dean Patterson Automotive, Allstate Insurance Company, Axa Advisors, LLC, Infinex Investments, Inc and Infirst Bank. Zolna maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Infinex Investments, Inc is a financial advisory firm based out of Meriden, CT. The company has offices in 531 locations and a total of 764 people on staff. It manages $3 billion in total assets across its 8,831 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 78 charitable organizations. The advisory firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice vary depending on which service is provided. However, fees charged by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Zolna Work History
Joseph has been registered as a financial advisor for 2 years.*
Infinex Investments, Inc
Infirst Bank
Axa Advisors, LLC
Joseph A Zolna Allstate Agency
Allstate Insurance Company
Fiore Automotive Group
Dean Patterson Automotive
*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 Zolna 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 Infinex Investments, Inc
Chapel Hill, NC
Bronx, NY
Kill Devil Hills, NC
Fletcher, NC
Meriden, CT
Springfield, IL
Ellsworth, ME
Pittsburgh, PA
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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