Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Zotti is a financial advisor who has been in the industry since 1989. He is currently registered with Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Jack has a diverse range of experience working with clients, including high-net-worth individuals, corporations, and pension plans. Jack holds a Series 7, Series 63, and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
11/13/2023 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NJ
06/01/2009 - 08/01/2012
MORGAN STANLEY SMITH BARNEY (NEW BRUNSWICK NJ)
NJ
11/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
NY
12/12/1989 - 11/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/19/1989 - 12/21/1989
MOORE & SCHLEY, CAMERON & CO.
NY
04/18/1989 - 06/22/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 05/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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