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Joseph Anthony Zielinski

Bluefin Financial

Moorestown, NJ

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Current Employers
Bluefin Financial

212 West Route 38 Suite 106, Moorestown, NJ 08057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-09-13
NJ RA APPROVED 2017-08-07
  • TX RA
    APPROVED_RES
    Since 2017-09-13
  • NJ RA
    APPROVED
    Since 2017-08-07

Branch Locations

212 West Route 38 Suite 106, Moorestown, NJ 08057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Cherry Hill NJ 05/2003 Present
Securities America Advisors, Inc. Cherry Hill NJ 06/2003 Present
Money Management Financial Services Cherry Hill NJ 05/2003 Present
Moorsetown Visiting Nurses Association Moorestown NJ 06/1999 Present
Money Management Financial Services Llc Dba Bluefin Financial Moorestown NJ 07/2017 Present
  • 05/2003 → Present
    Securities America, Inc.
    Cherry Hill, NJ
  • 06/2003 → Present
    Securities America Advisors, Inc.
    Cherry Hill, NJ
  • 05/2003 → Present
    Money Management Financial Services
    Cherry Hill, NJ
  • 06/1999 → Present
    Moorsetown Visiting Nurses Association
    Moorestown, NJ
  • 07/2017 → Present
    Money Management Financial Services Llc Dba Bluefin Financial
    Moorestown, NJ
Previous Registrations
  • 2003-06-12 → 2017-12-01
    Securities America Advisors, Inc.
    Garden City, NJ
    Moorestown, NJ
  • 2002-06-05 → 2003-05-23
    Prudential Equity Group, Llc
    Marlton, NJ
Other Businesses

MONEY MGT FS, LIFE INSURANCE - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 5/1998 - LOCATED AT 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057 JOSEPH ZIELINSKI JR., VOLUNTEER--BOARD MEMBER - 5% TIME SPENT DOUBLE SKI CAPITAL LLC/PROPERTY MANAGEMENT--PARTNER - 5% TIME SPENT 3D MEDIA MARKETING LLC, PROVIDES DIGITAL SIGNAGE ADVERTISING TO BUSINESSES, INVESTOR, 0% TIME SPENT JOSEPH A ZIELINSKI CPA/TAX PREPARATION--SOLE PRACTICIONER - 10% TIME SPENT SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 5/2003 - LOCATED AT 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057 SELF, VOLUNTEER, BOARD MEMEBER, TIME SPENT 5%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-19
S65 Uniform Investment Adviser Law Examination 1998-03-13
  • S63 Uniform Securities Agent State Law Examination
    1998-03-19
  • S65 Uniform Investment Adviser Law Examination
    1998-03-13
Designations
Other Names
  • Joseph A Zielinski

View on SEC IAPD

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