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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 Anthony Tabaka is a financial advisor with Confluence Financial Partners. Joseph Anthony has been in the financial services industry since 1999. Joseph Anthony is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 66 securities licenses. Joseph Anthony also holds a license as a Registered Representative of the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Joseph Anthony specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Joseph Anthony has experience working with clients of all ages and income levels.
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.
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
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
05/26/2016 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
01/01/2008 - 05/27/2016
WELLS FARGO ADVISORS, LLC (SEWICKLEY PA)
PA
11/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURGH PA)
BOTH
Issued 09/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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