Unclaimed
Joseph Garagozzo is a financial advisor with Cetera Investment Advisers LLC based in Audubon, New Jersey. Joseph has been working in the financial services industry since September 6, 1993. Joseph is also the owner of Gara Wealth Management LLC, Gara Gold LLC, and Gara Financial Inc. and has experience in fixed insurance and accounting. Joseph has a strong track record of providing financial advice to clients of various types, including individuals, corporations, and charitable organizations. He is also a certified public accountant.
AUDUBON, NJ
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.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (AUDUBON NJ)
NJ
12/01/2006 - 12/11/2019
ROYAL ALLIANCE ASSOCIATES, INC. (AUDUBON NJ)
NJ
05/04/1994 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (MT. LAUREL NJ)
NJ
09/07/1993 - 05/11/1994
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 10/9/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2016
Series 7 - General Securities Representative Examination
BC
Issued 9/3/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Garagozzo is the right advisor for you? Invested Better is here to help.