Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Alamo is a financial professional with over 29 years of experience in the financial services industry. Joseph is a registered representative with Avantax Advisory Services. Joseph is also a registered Investment Advisor Representative with Avantax Advisory Services in New York. Prior to joining Avantax Advisory Services, Joseph worked with various financial institutions including H.D. Vest Investment Services, CFS Brokerage Corp., MFI Investments Corp., and John Hancock Distributors, Inc. Joseph is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
02/16/2023 - Present
Avantax Advisory Services (Staten Island NY)
TX
01/10/1999 - 01/15/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
10/24/1995 - 12/02/1998
CFS BROKERAGE CORP. (NEW YORK NY)
OH
03/03/1993 - 11/09/1993
MFI INVESTMENTS CORP. (BRYAN OH)
MA
05/14/1990 - 04/26/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/14/1990 - 04/26/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/27/1985 - 04/21/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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