Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bonfiglio is a financial professional with over 30 years of experience in the industry. He is a Certified Financial Planner and holds a Series 7, Series 24, and Series 63 license. Joseph is currently registered as an Investment Advisor Representative with Avantax Advisory Services. Joseph has provided financial planning and investment advisory services to individuals, families, and businesses for many years. His practice is focused on helping clients achieve their financial goals through a personalized approach to investment management and financial planning. Joseph has also worked in the insurance field since 1997 and is registered as an agent with Avantax Insurance Agency, LLC. His knowledge of both investment management and insurance makes him a well-rounded advisor who can help clients address their financial needs.
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
NJ
01/31/2024 - Present
Avantax Advisory Services (Holmdel NJ)
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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