Unclaimed
Joseph DeMarco is an investment advisor representative with LaSalle St. Investment Advisors, LLC. Joseph has been in the industry since 2004, and has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations. Joseph provides financial planning and portfolio management services. He is also a partner at DeMarco Sciaccotta Wilkins & Dunleavy, LLP, a tax and accounting firm. Joseph earned a Series 65 license in 2018.
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.
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.
1
2
IL
04/18/2024 - Present
Lasalle ST. Investment Advisors, LLC (Frankfort IL)
IA
Issued 01/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joseph Demarco is the right advisor for you? Invested Better is here to help.