Zuri Idoeta

LANCASTER, PA

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CRD#: 2467417

Professional summary

Zuri Idoeta was a registered financial advisor .

Zuri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Zuri had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am Sole owner of "Wampum LLC", a company designed to be a re-seller of home goods through Amazon, not securities related. I spend 10 hrs per month and receive no income to date. The business was started 10/2017 Ecommerce - not investment related. Located at 217 Heatherstone Way, Lancaster, PA 17601. Selling medical instrument products online. This will start June 2018. 5-10 hours per month. 100% owner and sole proprietorship. Charlotte Real Estate LLC is not investment related, located at 217 Heatherstone Way, PA 17601, is a passive real estate ownership of residential rental units, used to keep track of monthly expenses and rental income, started in September 2024, working approximately 2 hours a month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 28, 2026 - Present

LANCASTER, PA

Past

August 29, 2006 - July 30, 2026

INSIGHT SECURITIES, INC.

RIA

CRD#: 5611

LANCASTER, PA

Past

July 25, 2003 - July 30, 2026

INSIGHT SECURITIES, INC.

CRD#: 5611

LANCASTER, PA

Past

September 5, 2002 - August 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLUMBIA, PA

Past

September 5, 2002 - August 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 16, 1996 - September 9, 2002

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

May 11, 1994 - January 17, 1996

HALPERT AND COMPANY, INC.

CRD#: 7094

MILLBURN, NJ

Past

March 22, 1994 - April 5, 1994

F.N. WOLF & CO., INC.

CRD#: 13051

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/28/2026)

IAR

Pennsylvania
(8/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1994

General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Zuri Idoeta

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMER & CO. INC.

HALPERT AND COMPANY, INC.

F.N. WOLF & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2001

Series 63

Date: 6/23/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1994

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Contact information

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