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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 Charles Maida is a financial advisor who has been in the industry since September 27, 1999. Joseph Charles Maida is currently registered with Avantax Advisory Services. Joseph Charles Maida specializes in retirement planning, investment management, education planning, insurance and estate planning. Joseph Charles Maida has passed the Series 63, Series 66 and Series 7 exams as well as the SIE exam. Joseph Charles Maida is registered with the following states: California, Connecticut, Delaware, Florida, Illinois, Massachusetts, New Jersey, New Mexico, New York, Pennsylvania and South Carolina.
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
NJ
10/25/2002 - Present
Avantax Advisory Services (EWING NJ)
BOTH
Issued 10/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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