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 Salamo has been in the financial services industry since 1982. He is a registered representative of Avantax Advisory Services and holds several licenses, including Series 7, 6, 63, and 24. Joseph has experience in a variety of financial services, including investment advisory, insurance sales, and tax preparation. Joseph currently works with clients in several states. In addition to his role at Avantax Advisory Services, Joseph also owns and operates several businesses, including an independent insurance agency, a tax preparation firm, and a real estate sales company.
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
09/04/2021 - Present
Avantax Advisory Services (NEW YORK NY)
NY
09/26/2005 - 01/25/2006
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
01/10/2003 - 06/30/2005
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
09/16/1986 - 12/31/2002
WISE PLANNING CORP. (HICKSVILLE NY)
NY
05/12/1982 - 10/24/1988
MONY SECURITIES CORP. (NEW YORK NY)
NA
02/05/1985 - 08/20/1986
WISE PLANNING CORP.
BC
Issued 08/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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