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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Alexander Salvati is a financial advisor at The Colony Group, LLC. Joseph has been with The Colony Group, LLC since January 2010. Joseph has experience in the financial services industry since May 2003. Previously, Joseph worked at Mercer Allied Company, L.P., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Joseph is registered with the state of Florida and Massachusetts as an Investment Advisor Representative. Joseph is also a Certified Financial Planner. Joseph is committed to providing his clients with personalized financial advice and guidance.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
FL
01/06/2012 - Present
THE Colony Group, LLC (NAPLES FL)
NJ
08/16/2006 - 02/11/2010
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
MA
05/16/2003 - 06/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
05/16/2003 - 06/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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