linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Michael Salerno

Prosperity Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Michael Salerno

Joseph Salerno is an investment advisor representative with Prosperity Capital Advisors in Westlake, Ohio. Joseph has been in the financial services industry since 1991 and has experience in various areas such as financial planning, portfolio management, and educational seminars. Joseph is a Registered Investment Advisor (RIA) in Florida. Joseph also holds the Series 6 and 63 licenses.

Firm Information

Joseph Salerno is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Salerno’s Registration & Firm History

OH

09/23/2014 - Present

Prosperity Capital Advisors (WESTLAKE OH)

MA

02/08/1999 - 12/31/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

IA

12/22/1995 - 02/05/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

07/01/1991 - 10/27/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/01/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if Joseph Michael Salerno is right for you?

Licenses & Designations

IA

Issued 08/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Salerno.
Not sure if Joseph Michael Salerno is right for you?