Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Amicone is a financial advisor with Cerity Partners LLC in Saratoga Springs, NY. Joseph has been in the financial services industry for over 9 years. Joseph is registered with the state of New York. Joseph holds the Series 3, 7, and 66 licenses. Joseph has a proven track record of providing comprehensive financial planning and investment management services to individuals and families. Joseph specializes in financial planning, portfolio management, retirement planning, and estate planning.
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.
Tax services; bill pay
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.
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NY
05/30/2023 - Present
Cerity Partners LLC (SARATOGA SPRINGS NY)
NY
01/04/2021 - 05/26/2022
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
08/03/2015 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 09/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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