Joseph Robert Scotti

Current Employers

Employment History

• 07/2015 → Present
  Equity Services, Inc.
  Montpelier, VT
• 07/2015 → Present
  National Life Group/Integrated Financial Concepts
  Red Bank, NJ

Other Businesses

*INTEGRATED FINANCIAL CONCEPTS, LLC. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. -INV REL - SALES AGENT - INSURANCE SALES - 06/2015 TO PRESENT - 160 HRS/MONTH. DURING TRADING HRS - I AM A NLV BROKER FOR A NLV AGENCY. *TEACHER'S PENSION AND INSURANCE SERVICING. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. EDUCATING EXISTING EDUCATIONAL PROFESSIONALS ON THEIR RETIREMENT PORTFOLIOS. AGENT. APRIL 2016. 60-100 HRS/MO. DURING TRADE HRS. *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. INS SALES. ADVISOR. MARCH 2016. 160 HRS/MO. DURING TRADE HRS. *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. FINANCIAL REP. INV REL. DUR TRD HRS. 7/2016. I WORK WITH CLIENTS TO BECOME MEDICAID APPROVED. *THE FACULTY ROOM. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. MAY 2020. NOT INV REL. AGENT. EDUCATIONAL VIDEOS HOUSED ON YOUTUBE. CREATING VIDEOS/EDUCATIONAL CLIPS FOR THE NJ STATE TEACHER'S PENSION, TAX CODES, AND EVENTUALLY INSURANCE TOPICS. DURING SOME TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. MARCH 2021. INV REL. WORKING WITH PROFESSIONALS WHO HAVE PENSIONS AND HELP EDUCATE. HELPING AGENTS MARKET THE NAME OUT, AND ALSO MARKET MYSELF TO EDUCATE ON HOW TO ADVISE WITH A PENSION INVOLVED. DURING TRADE HRS. *SCOTTI FINANCE INC. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. APRIL 2023. AGENT. I AM AN AGENT WHO HELPS CLIENTS WITH THEIR INSURANCE NEEDS, INCLUDING LIFE IN AND FIXED PRODUCTS, AND PREPARING FOR RETIREMENT. DURING TRADE HRS. *SHAH AND SONS LLC. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. & 75 LINCOLN HWY, SUITE 302, ISELIN NJ. INV REL. JUNE 2023. REFERRED CLIENTS FROM THE PRACTICE IN ORDER TO HELP WITH INSURANCE AND OTHER FINANCIAL ADVISING NEEDS. AGENT. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-24
• S63 Uniform Securities Agent State Law Examination
  2021-01-29

Designations

Other Names

• Joseph Scotti