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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 Kalmanovitz is an Investment Advisor Representative with Canter Wealth. Joseph has over 20 years of experience in the financial services industry, having previously worked at Crown Capital Securities, L.P., Charles Schwab & Co., Inc., Signator Investors, Inc., and Trautman Wassernan & Company, Inc. Joseph is a Certified Financial Planner™ and holds the Series 7, 24, 65, and 66 licenses. He specializes in providing financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. Joseph provides financial planning services, pension consulting, educational seminars and selection of other advisors. At Canter Wealth, Joseph helps clients create and implement financial plans that meet their unique goals and objectives.
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.
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.
Educational seminars
1
2
CA
01/10/2022 - Present
Canter Wealth (LA JOLLA CA)
AZ
05/01/2013 - 09/11/2017
CROWN CAPITAL SECURITIES, L.P. (SCOTTSDALE AZ)
AZ
07/25/2005 - 01/10/2013
CHARLES SCHWAB & CO., INC. (SCOTTSDALE AZ)
MA
09/18/2002 - 06/29/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
04/03/2002 - 06/17/2002
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
IA
Issued 06/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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