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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Zaiter is a financial advisor at Rehmann Wealth. Joseph John Zaiter has been in the financial services industry since July 2004. Joseph John Zaiter is registered to provide investment advice in Michigan and Texas. Joseph John Zaiter holds Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. In addition to his current position at Rehmann Wealth, Joseph John Zaiter has previous experience with Royal Alliance Associates, Inc. and Raymond James & Associates, Inc. Joseph John Zaiter is registered to provide investment advice in Michigan and Texas.
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.
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.
Servicing fees from custodians
1
2
MI
01/11/2019 - Present
Rehmann Wealth (Saginaw MI)
MI
07/27/2017 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SAGINAW MI)
MI
08/04/2014 - 08/10/2017
RAYMOND JAMES & ASSOCIATES, INC. (SAGINAW MI)
MN
06/28/2012 - 08/05/2014
U.S. BANCORP INVESTMENTS, INC. (ALEXANDRIA MN)
MI
07/07/2004 - 06/26/2012
EDWARD JONES (CARO MI)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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