Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Monko has been working in the financial industry since June 1995. Joseph is currently registered with Calton & Associates, Inc. and has been with the firm since April 1999. Joseph is licensed to provide investment advice in Florida and is also registered in North Carolina and Virginia. Joseph offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Joseph specializes in financial planning for individuals, high net worth individuals and small businesses and provides advice in a variety of asset classes, including stocks, bonds, mutual funds and insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/12/2003 - Present
Calton & Associates, Inc. (TAMPA FL)
GA
06/23/1995 - 05/03/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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