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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 Christopher Scalzo is a financial advisor with Commonwealth Financial Network. Joseph has been in the financial industry since 1997. He is currently registered in New Jersey. Joseph is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Joseph has a wide range of experience in the financial industry. Joseph has worked at several firms, including Edward Jones and CitiStreet Equities LLC. Joseph is committed to providing his clients with the highest quality of service and advice. He offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Joseph has a deep understanding of the financial markets and can help his clients develop personalized financial plans that meet their unique needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/12/2018 - Present
Commonwealth Financial Network (Clinton NJ)
NJ
09/23/2003 - 09/11/2018
EDWARD JONES (CLINTON NJ)
NJ
09/29/1997 - 09/18/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 12/24/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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