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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 Salcido is an investment advisor representative with Edelman Financial Engines. Joseph Salcido is registered with the state of Arizona and has been in the financial services industry since June 2006. Joseph Salcido has experience in a variety of financial services including: portfolio management for individuals, portfolio management for businesses, and financial planning. Joseph Salcido has been associated with Edelman Financial Engines since September 2016.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
11/14/2016 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
06/26/2006 - 10/21/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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