Univest Bank and Trust Co.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Vice President - Senior Financial Advisor
Offering advice since: 2004
Areas of focus:
- Divorce planning
- Charitable and Planned Giving
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Jonathan Zeminski:
Certified Financial Planner™ with broad experience in Private Banking and Wealth Management. Over 10 years of experience providing unbiased advice and exemplary service.
Compensation and Fee Structures:
Commission and Fee
Licenses, Certifications & Affiliations:
Certified Financial Planner™
FINRA Series 7, 63, and 65
Pennsylvania Life, Accident, & Health Insurance license
Bachelor of Science in Finance, Cabrini College
Masters of Science in Financial Services, Saint Joseph's University
Will provide references upon request?
Further information about Univest Bank and Trust Co.:
(Size of firm: 10-49 advisors)
Univest Wealth Management has more than $3 billion in assets under management and 80 years of experience in money management, financial risk assessment and investment management. Our team of dedicated professionals utilizes a highly individualized approach to all of your wealth management needs.
Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.
Contact Information for Jonathan Zeminski
Phone: 484-947-2751 x1025
Please support us by letting this adviser know you found them through Boomerater
Address for Jonathan Zeminski:
109 N. High St.
West Chester, PA, 19380
Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.