Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andrew Zolna is a financial advisor registered with Equitable Advisors, LLC. Joseph has been a registered representative in the securities industry for over 10 years. He has experience with various investment products and services, including financial planning, portfolio management, and pension consulting. Joseph has also worked with InFirst Bank and Osaic Institutions, Inc. Previously, Joseph was affiliated with AXA Advisors, LLC and Allstate Financial Services, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/04/2024 - Present
Equitable Advisors, LLC (HOLLIDAYSBURG PA)
PA
03/17/2021 - 04/05/2024
OSAIC INSTITUTIONS, INC. (INDIANA PA)
PA
09/05/2017 - 06/07/2019
AXA ADVISORS, LLC (JOHNSTOWN PA)
PA
02/29/2016 - 03/03/2017
ALLSTATE FINANCIAL SERVICES, LLC (Bellefonte PA)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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