Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Amato is a financial professional with over 35 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and is located in Canton, Ohio. Joseph's experience includes previous roles with Securities America, Inc., Securities Service Network, LLC, and Nationwide Securities, LLC. Joseph holds Series 6 and Series 26 securities licenses, and the SIE exam. Joseph specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, and Portfolio Management.
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.
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.
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2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (Canton OH)
OH
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Canton OH)
TN
09/30/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
OH
08/31/1988 - 10/01/2019
NATIONWIDE SECURITIES, LLC (CANTON OH)
BC
Issued 04/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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