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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 George Hodakowski is a financial advisor with Avantax Advisory Services. Joseph has been in the financial services industry since July 2010. He specializes in financial planning, portfolio management, and pension consulting. Joseph is registered with the following securities regulators: FINRA, California, Connecticut, Florida, Georgia, Kentucky, New Jersey, Pennsylvania, Puerto Rico, South Carolina and Texas. Joseph is also a registered Investment Advisor Representative in New Jersey. In addition to his work as a financial advisor, Joseph is also a shareholder and owner of BKC CPA's and BKC Wealth Management LLC. He is also a producer for Indexed annuities.
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
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
NJ
07/15/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (FLEMINGTON NJ)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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