Unclaimed
Joseph Saskiewicz is a financial advisor with over 40 years of experience in the financial services industry. Joseph is a Certified Financial Planner and a Chartered Financial Consultant. Joseph is currently registered with Cetera Investment Advisers LLC, and has previously worked with Voya Financial Advisors, Inc., Locust Street Securities, Inc., and Philadelphia Life Asset Planning Company. Joseph has a broad range of experience, specializing in financial planning, retirement planning, college savings, and insurance planning.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (HOLLAND PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HOLLAND PA)
IA
09/13/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IN
08/11/1980 - 09/17/1996
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
BC
Issued 7/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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