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 Daddario is an investment advisor representative with Avantax Advisory Services. Joseph is active in the financial services industry since February 6, 1996, and has a strong track record of providing financial advice to individuals, businesses, and retirement plans. Joseph is registered in 12 states and holds the Series 6, 62, and 63 licenses as well as the SIE designation. He is also registered as an Investment Advisor Representative in New York. Joseph has experience in providing financial planning, retirement planning, and investment management services.
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
08/18/2021 - Present
Avantax Advisory Services (Schenectady NY)
BC
Issued 01/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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