Joseph Edward Storzinger
Investment Adviser Representative at IBN Financial Services, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Edward Storzinger is an investment adviser representative in Holbrook, NY, currently registered with IBN Advisory Services, Inc. and IBN Financial Services, Inc. They have worked in the securities industry since 1998 and were previously registered with Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Sep 2005 – Mar 2017Melville, NY
- American Portfolios Financial Services, Inc.Mar 2017 – Dec 2018Holbrook, NY
- Traderfield Securities Inc.Jan 2019 – Sep 2020Staten Island, NY
- A.G. Morgan Financial Advisors, LLCMar 2017 – Sep 2020Massapequa, NY
- IBN Financial Services, Inc.Dec 2022 – no end date reportedHolbrook, NY
- J.D. Prosperities, Inc.Sep 2020 – Jun 2024Holbrook, NY
- IBN Advisory Services, Inc.Dec 2022 – no end date reportedLiverpool, NY
- Zing Financial, Inc.Apr 2026 – no end date reportedHolbrook, NY
- Northwell HealthJun 2025 – Jul 2026Westbury, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IBN Financial Services, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, business succession planning, retirement planning, investment management, estate planning, tax planning, and risk management.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Liverpool, NY
- SEC file number:
- 801-111848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at IBN Financial Services, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Edward Storzinger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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