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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 Michael D'amico is a financial advisor currently registered with CX Institutional, LLC and has been in the industry since 1999. Joseph Michael D'amico has a history of working with a variety of firms, including Empower Financial Services, Inc., Fidelity Brokerage Services LLC, LPL Financial LLC, Ameriprise Financial Services, Inc., Cantor Fitzgerald & Co., and Southwest Securities, Inc. Joseph Michael D'amico provides portfolio management for both businesses and individuals as well as financial planning services.
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.
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.
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IN
06/18/2024 - Present
CX Institutional, LLC (AUBURN IN)
CO
10/24/2023 - 06/12/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
12/09/2014 - 09/12/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/21/2014 - 11/26/2014
LPL FINANCIAL LLC (DALLAS TX)
TX
02/27/2013 - 03/10/2014
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
11/22/2011 - 05/31/2012
CANTOR FITZGERALD & CO. (DALLAS TX)
TX
09/23/1999 - 12/08/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 01/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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