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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 Steven Zutlas is a financial advisor registered in Florida. He is associated with Gradient Securities, LLC, a firm with offices in Ocala, FL and Arden Hills, MN. Joseph has been in the industry since August 5, 1994, and has worked with firms such as Principal Securities, Inc., Brookstone Securities, Inc., J.W. Cole Financial, Inc. and National Planning Corporation. Joseph Steven Zutlas has Series 6, 7, 63, and 66 licenses and the SIE designation. Joseph Steven Zutlas is a specialist in portfolio management for individuals and has worked with clients in the categories of high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Solicitor fees
1
2
FL
01/03/2019 - Present
Gradient Securities, LLC (OCALA FL)
FL
06/01/2012 - 07/11/2018
PRINCIPAL SECURITIES, INC. (OCALA FL)
FL
10/20/2005 - 06/01/2012
BROOKSTONE SECURITIES, INC. (OCALA FL)
FL
06/07/2004 - 10/25/2005
J.W. COLE FINANCIAL, INC. (TAMPA FL)
CA
03/31/2004 - 06/04/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NE
04/18/2002 - 04/06/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
03/18/1999 - 04/24/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
12/13/1995 - 04/02/1999
WMA SECURITIES, INC. (DULUTH GA)
NA
02/19/1986 - 12/21/1987
AMEV INVESTORS, INC.
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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