Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Dankowski is a financial advisor with over 23 years of experience in the industry. Joseph has been registered with Osaic FA, Inc. since 2022 and previously worked with PARK AVENUE SECURITIES LLC and Amerprise Financial Services, Inc. Joseph holds several licenses and certifications including Series 7, Series 10, Series 24, Series 66 and is also a Certified Financial Planner. Joseph provides financial planning and investment advisory services to individuals, corporations, and charitable organizations. Joseph's experience and expertise make him a valuable resource for clients seeking to achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
11/30/2022 - Present
Osaic FA, Inc. (HUNT VALLEY MD)
MD
11/02/2009 - 12/08/2022
PARK AVENUE SECURITIES LLC (Hunt Valley MD)
MD
10/26/1999 - 10/26/2009
AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MN
10/26/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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