Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Berenato is a registered investment advisor representative at 4J Wealth Management, LLC, located in Alexandria, VA. Joseph has been in the industry since 2021 and is currently registered with the state of Texas and Virginia. Joseph holds a Series 65 license and is qualified to provide financial planning, portfolio management for individuals and businesses, and pension consulting. Joseph’s experience includes roles at Fairfax County Public Schools, Berenato & White, LLC, and Towson University. 4J Wealth Management, LLC provides portfolio management for individuals and businesses. They serve individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
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VA
01/15/2025 - Present
4J Wealth Management, LLC (VIENNA VA)
Active
Inactive
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