Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph D amico is a financial advisor in Pittsford, New York. Joseph has been in the securities industry since September 16, 2015, and is currently registered with Park Avenue Securities LLC. Joseph's registrations are active in California, Florida, Illinois, Michigan, New York, and South Carolina. In addition to their primary registration with Park Avenue Securities LLC, Joseph is also registered with the state of New York. Joseph is a Series 7, Series 6, Series 63, and Series 65 licensed advisor. Joseph works with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations, charitable organizations, and captive insurance companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
02/18/2020 - Present
Park Avenue Securities LLC (PITTSFORD NY)
NY
09/03/2015 - 08/30/2017
NYLIFE SECURITIES LLC (FAIRPORT NY)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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