JZ
JZ

Joseph Zaiter

21 Years of Experience
2 DisclosuresBrokerSells Insurance

Joseph Zaiter is a registered investment advisor, based in Saginaw, MI, with 21 years of industry experience.

Location

5800 Gratiot Rd., Suite 201, Saginaw, MI, 48638

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History

Regulatory History (2)
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Customer Dispute
March 2016
Denied
Customer Dispute
February 2012
Denied
Other Business ActivitiesSells Insurance

Joseph works full-time as a financial advisor for Rehmann Capital Advisory Group, providing financial planning and investment advice. He also dedicates a few hours per week to Rehmann Insurance Group, providing insurance based on client needs, and minimal time as a registered rep for Rehmann Financial Network LLC, referring customers to Royal Alliance & Associates.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
August 2017 - Present · 8 yrs 8 mos
Rehmann Financial Network, LLC
August 2017 - Present · 8 yrs 8 mos
Rehmann Wealth
August 2017 - Present · 8 yrs 8 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
July 2017 - December 2017 · 5 mos
Raymond James & Associates, INC.
August 2014 - August 2017 · 3 yrs
Raymond James & Associates, INC.Broker
August 2014 - August 2017 · 3 yrs
U.S. Bancorp Investments, INC.
July 2012 - August 2014 · 2 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
June 2012 - August 2014 · 2 yrs 2 mos
Edward Jones
February 2010 - June 2012 · 2 yrs 4 mos
Edward JonesBroker
July 2004 - June 2012 · 7 yrs 11 mos
State Registrations7 states
CACOFLGAMINYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Zaiter - Financial Advisor | TrueAdvisor