Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Purpura is a financial advisor with Avantax Advisory Services. Joseph has been a registered representative for over 17 years, and holds Series 66, SIE, and Series 7 licenses. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Joseph is also a Certified Public Accountant (CPA) and has over 20 years of experience in tax preparation and accounting. Joseph is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
04/13/2022 - Present
Avantax Advisory Services (Levittown NY)
BOTH
Issued 11/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Purpura is the right advisor for you? Invested Better is here to help.
