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Jonah Salzwedel is a Financial Consultant at Florida Financial Advisors DBA Tristate Financial Advisors in Philadelphia, PA. Jonah is registered with FINRA as a Registered Representative and has passed the Uniform Investment Adviser Law Examination. Jonah has been in the industry since November 2024. The firm is based in Tampa, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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2
PA
11/27/2024 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
Active
Inactive
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