Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michaletz is an Investment Advisor Representative at DAI Wealth, LLC, a firm with offices in Atlanta, GA, Mankato, MN and Cody, WY. Joseph has been in the financial services industry since 1984. Joseph is registered with FINRA as well as in 31 states and 2 jurisdictions as an Investment Advisor Representative. Joseph is also a registered Principal. Joseph's professional experience includes working at Concorde Investment Services, LLC and Triad Advisors, Inc., both in Mankato, MN and Transamerica Financial Advisors, Inc. in Los Angeles, CA. The firm's clients include high-net-worth individuals, charitable organizations, corporations, and individuals.
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.
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.
Referral fees
1
2
GA
08/04/2014 - Present
DAI Wealth, LLC (ATLANTA GA)
MN
10/16/2015 - 04/17/2018
CONCORDE INVESTMENT SERVICES, LLC (Mankato MN)
MN
04/28/2006 - 10/22/2015
TRIAD ADVISORS, INC. (MANKATO MN)
CA
01/11/1990 - 05/02/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NA
01/11/1990 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION
CA
03/06/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
04/11/1989 - 01/16/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
12/19/1984 - 04/15/1989
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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